Whatley Financial Advisors

A financial advisory practice of Ameriprise Financial Services, LLC
  • Connect with us

    If you have financial questions or want to schedule a meeting or 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

Serving you in these unprecedented times

We are committed to keeping our clients informed and providing you with the latest perspectives on the current market and economic conditions and providing personalized advice to help with your individual needs. We are available to answer any questions you may have during these difficult times.

  • Meet with us – we meet with clients by phone or online and would be happy to do so with you.
  • Access your accounts – you can securely access your accounts anytime at ameriprise.com or the Ameriprise app.
  • Listen to the latest audiocast below in the video gallery or visit the Insights tab for perspectives related to market conditions

Our thoughts are with our clients and our community. Please take care of yourselves and those around you.

Our videos

6 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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Keep an eye on the future

Working with a personal financial advisor who’s just as focused on you as they are on the markets can help you keep an eye on the future. (0:15)