Whitwell Advisors is an SEC-registered, fee-only fiduciary wealth management firm serving founders, business owners, executives, and affluent 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’s work is guided by a belief that wealth should support health, family, purpose, and lasting choices.

Whitwell Advisors offers tailored investment management focused on growth, downside protection, and tax efficiency, alongside proactive tax planning for income, capital gains, and estate taxes. Its services also include financial freedom and cash-flow planning, insurance and risk management, estate planning strategies, and support for business owners preparing for a sale or transition. The firm advises senior executives on equity compensation and concentrated stock, and works with women navigating divorce, widowhood, career changes, or inheritance. It typically serves households with at least $2 million in investable assets, with a stated sweet spot of $5 million to $100 million, while considering select high-potential clients below that range.