Formed in 1988, Whitnell & Co. is a registered investment advisor that specializes in providing sophisticated financial planning and investment management advice to individuals, families, trusts and foundations.

We serve our clients individually, though mindful of his or her entire family and with an eye toward future generations. Whitnell taps into traditional and alternative investments, thoughtfully matching each client with a seasoned professional who can design solutions that best address unique issues, challenges and goals.