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 brings investment, tax, and financial planning together without the institutional overhead of a traditional family office. The firm’s typical clients have $5 million to $100 million in investable assets, with a standard household minimum of $2 million and considered exceptions for high-trajectory clients.

Services include individually tailored investment management focused on growth, downside protection, and tax efficiency; proactive tax planning; insurance, estate, and risk-management strategies; and financial freedom planning that connects wealth with clients’ families, health, and purpose. Whitwell also helps business owners prepare for a sale, merger, or transition, and advises senior executives on equity compensation and concentrated stock positions. Its clients include women navigating divorce, widowhood, career changes, or inheritance. Geographically independent and technology-enabled, the firm serves clients in 15 states. Its website also offers practical insights on tax, investing, retirement, real estate, insurance, and financial decision-making.