Skip to content

John Whittington

Senior Wealth Manager

Back to Team
John Whittington

Areas of Focus

Retirement and income planningEstate coordinationWealth managementLong-term client advisory
Schedule a Conversation

John Whittington has over 40 years in the financial advising business specializing in growing and protecting wealth for a client's future, providing financial security and confidence that every decision connects to a larger plan. Whether your goal is a comfortable retirement, education funds for future generations, or estate planning, John believes that each client deserves his full loyalty and commitment.

John is a fifth-generation Texan who earned his degree from Texas State University.

Ready to speak with John?

Every relationship begins with a conversation. There is no obligation, and every inquiry is handled with discretion.

Begin with a Conversation

Our team collectively holds CFA, CFP®, CPWA®, CPA, JD, and CTFA designations.

Back to Our Team

Meet us in person. Every relationship starts somewhere.

Our advisors work with a select number of clients who value depth over volume. If the people you have read about seem like the right fit for your situation, we would love to connect.

Every inquiry is handled with complete discretion.

Start a Conversation