Welcome

Holman-Whatley offers professional, state-of-the-art, comprehensive financial and investment planning. Our goal is to provide you, your family, and your business with an effective and efficient strategy to accomplish your financial goals no matter what your current stage in life.

Holman-Whatley can work with you on individual needs such as Retirement Plans, Estate Planning, Business Plans, Risk Management and Wealth Transfer. In addition, Trip Whatley can also assist you with insurance needs such as Life Insurance and Long Term Care.