Whitwell Advisors is an SEC-registered, fee-only fiduciary wealth management firm serving founders, business owners, executives, and families across the United States. Its family-office approach combines personalized advice, coordinated planning, and technology-enabled service without the institutional overhead of a traditional family office. The firm focuses on clients with $5 million to $100 million in investable assets, has a standard household minimum of $2 million, and may consider exceptions for people with strong growth potential and character.

Whitwell Advisors offers disciplined investment management, proactive tax planning, financial freedom and cash-flow planning, and strategies for insurance, estate planning, and risk management. Its services address the needs of entrepreneurs scaling or selling a business, senior executives handling equity compensation and concentrated stock, and women navigating major life changes such as divorce, widowhood, career transitions, or inheritance. The firm also provides guidance on non-traditional investments and shares practical educational insights on financial decisions. Whitwell Advisors emphasizes helping clients align wealth with health, family, purpose, and long-term legacy.