Ansley E. "Trip" Whatley, III
President & Financial Advisor
334-677-9977
Trip Whatley is the President at Holman-Whatley & Associates. He joined the firm in 2004 and became a partner in January of 2005. After graduating from Troy State University, Trip began his financial planning career in Birmingham with...
Becky Smith
Administrative Assistant
334-677-9977
Becky Smith grew up in Dothan, where she graduated from Northview High School. She received a Bachelor of Science degree in Psychology from Troy State University in Dothan. Most people think you need a finance degree to work in this...
Experience Confidence From Genuine, Personal Partnership
At Holman-Whatley & Associates, relationships come first. We believe great financial guidance starts with understanding your life, not just your balance sheet. That’s why we take the time to listen, respond quickly, and build a partnership rooted in trust and care. The result is confidence, knowing you have a team that really knows you and stands beside you through every season of life.
Gain Clarity And Coordination For Every Financial Decision
Your financial world has many moving parts, and we help bring them together. From investments and insurance to taxes and estate planning, every piece of your plan is connected and coordinated. We act as your financial quarterback, helping you see the big picture while managing the details that matter. With clear direction and a cohesive strategy, every decision supports your long-term goals.
Guidance To Build Your Legacy And Protect Your Family
Planning for the future means more than growing wealth. It means protecting the people and values behind it. We help you structure your estate, communicate your intentions, and create continuity for the generations that follow. Our approach ensures your family understands your plan and shares in your vision. With thoughtful guidance and care, you can feel secure knowing your legacy will endure.
Plan With Purpose For Every Season Ahead
Your goals will evolve, and your plan should too. Let’s create a path that moves with you and gives you confidence for whatever comes next.
Advanced Planning Team
Provides specialized insight into tax efficiency, wealth transfer, and charitable giving, helping you preserve more of what you’ve built for the people and causes you care about.
Investment Team
Delivers disciplined, research-based portfolio management that aligns with your goals, tolerance, and timeline, so every investment decision supports your bigger picture.
Financial Plan Design Team
Transforms your priorities into an actionable, evolving financial plan, turning complex goals into clear, achievable steps forward.