Press Room

Thanks to Bert Whitehead, one of the country's leading financial professionals, fee-based financial planning is now a viable option for everyone and no longer limited to wealthy people with significant assets.

Bert does far more than crunch numbers. Using a holistic approach, he has helped thousands of people at all stages of their financial lives take a realistic look at how endogenous (internal) factors affect the way they handle money. Too often people fall prey to financial gurus who convince them they can control or outwit exogenous (external) factors like the vagaries of the stock market.

Most of us don’t have much power to alter world events and thus financial markets. But the great news is we do have the ability to overcome our own personal financial blocks, set and realize goals, teach our children from an early age how to manage money, and more. To learn more, please contact us.