Unwavering commitment and responsiveness to
help you achieve your financial dreams.

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About Whelan Financial Partners
At Whelan Financial Partners, we specialize in helping our clients plan today with the goal of having a secure retirement tomorrow. Through tireless investment discipline and the use of outstanding relationships with some of the leading investment professionals in the industry today, we create lasting bonds with our clients. This relationship helps to provide them an opportunity to partner with proactive, empathetic professionals that will devote themselves to helping you achieve your financial dreams.
Our Philosophy

In today's busy world, finding the time necessary to devote to financial management and decision-making is a struggle.  At Whelan Financial Partners, we offer unswerving commitment and responsiveness to help you achieve your financial dreams.

We pride ourselves on continuing to keep our philosophy in line with our guiding principles.  In order for you to understand how a relationship with Whelan Financial Partners can benefit you, please take a moment and read through our principles:

  • Focused Leadership

    Volatile market conditions call for a financial advisor with experience, knowledge, and problem- solving ability to design wealth management plans that will meet your individual needs. We will strive to be your trusted partner providing guidance and support for your financial future.

  • Initiative

    We make a difference by focusing on the important business of helping people like you. We take the initiative in helping create and implement asset management strategies designed to help you achieve your financial dreams.

  • Quality Service

    We will assess your finances, analyze your investment goals, and implement strategies. We will create a diversified investment plan, striving to help preserve your assets, encourage tax reduction, and strengthen your financial foundation.

  • Reliable Presence

    We will work with each client on a personal basis to understand their unique objectives and to help position their financial plan for long-term financial independence. We understand the pressures of making crucial financial decisions. As your financial advisor, we will provide the professional objectivity and steady guidance necessary to help you plan your future with confidence.

Who We Are
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Kyle Whelan
Founding Partner
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Michael Sisco
Managing Partner
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Heather Barkley
Office Manager
Who We Are
Image
Kyle Whelan
Founding Partner
Image
Michael Sisco
Managing Partner
Image
Heather Barkley
Office Manager
Our Services
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Ready to Start Planning? Get in Touch With Us