Whatley Financial Advisors

A financial advisory practice of Ameriprise Financial Services, LLC

Learn how to get closer to your retirement goals; answer a few questions specific to your life stage

  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch. 

    Contact us
  • Your financial goals

    Learn more about key financial and investment insights to help you achieve your goals.

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  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Whatley Financial Advisors - Our approach photo
Focusing on the big picture
Hard work got you where you are. But who do you rely on to help you go even further? As your financial advisors, it’s our job to get to know your goals and priorities as well as we know the markets. We’re proud to be a financial advisor and have made it our life’s work to help people like you not only envision your future but build it. Want to learn more? We’re happy to meet for a complimentary initial consultation whenever it’s convenient for you.

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Our videos

3 videos

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)