Whatley Financial Advisors

A financial advisory practice of Ameriprise Financial Services, LLC

Client Satisfaction 5.0 / 5 rating based on 4 reviews

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Your financial priorities

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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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 financial advisors 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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Why investors should consider this key ingredient

Why investors should consider this key ingredient

While money market funds and other cash investments offer an attractive yield today, they lack a key ingredient for diversified portfolios: interest rate sensitivity. (2:53)

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Will stress in the banking sector cast a shadow over Q2?

Will stress in the banking sector cast a shadow over Q2?

Ameriprise Financial experts discuss the consequential events of the first quarter of 2023, including how the recent bank failures may impact the markets, investors and the U.S. economy. (9:13)

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Tax diversification: How to keep more of your money

Tax diversification: How to keep more of your money

Learn how you can keep more of the money you've earned by ensuring your investments are as tax efficient as possible. These 3 tax diversification strategies can work together to help you gain control. (2:15)

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The secure site on ameriprise.com

The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:07)

The Ameriprise difference

Advice based on your goals, and no one else’s

We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

Gauge your retirement readiness

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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Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)