Personally Invested

From left: Al Glessner, Greg Whitten, Jordan Linthicum, Blake Whitten, Beth Whipple and Seth Diener

Whitten retirement solutions strategically tailors plans based upon its clients' needs and goals, which has been a key component to its success for more than 40 years

There’s an essence of family that permeates the fabric of Whitten Retirement Solutions, where they’ve been offering financial and insurance services to the mid-Shore since 1983. Founded by Greg and Blake Whitten, the LPL Financial Advisors at Whitten Retirement Solutions offer a range of financial planning and investment management services, including retirement planning, investment management, estate planning assistance, tax strategy and insurance services.

“At Whitten Retirement Solutions, the goal is to take all the pieces of the client’s financial puzzle and put them in place,” said Financial Advisor Blake Whitten, who is also Greg’s son. “Our advisors recognize that everyone’s situation is unique, and therefore we develop a plan that is tailored to each client’s needs and goals.”

Whitten Retirement Solutions is an active financial services firm, which continuously analyzes the portfolios of its clients, providing performance reports and investment updates to help them live for today and plan for tomorrow. Its team of professionals is constantly looking to identify strategic opportunities that help clients face the future with financial confidence. This includes implementation of state-of-the-art planning software, white-glove research and trading departments and creating modern conveniences for communication with its clients.

“We’re very blessed to have talented team members in-house here in Cambridge, as well as in Philadelphia, who serve us on our research- and-trading team,” said Blake. “Collectively, we are close-knit and are in constant communication to help ensure our clients financial needs are met.”

Whitten Retirement Solutions presently has over $130 million under management* and specializes in working with pre-retirees and retirees who are seeking to optimize their retirement income and assets. The firm recognizes that it is not all things to all people, but it aspires to be all things to select people. Its team takes great pride in creating effective game plans, providing advice in a common language and doing it with straightforward fees.

“We collectively understand that our clients have goals that they want to accomplish now and have dreams for their future,” said Blake. “Our mission is to make both a reality.” CS

Whitten Retirement Solutions • 410-228-6715 • • 411 Muse Street, Cambridge, MD 21613

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