Three people walk along a beach as the sun sets

WHO WE ARE

REGISTERED INVESTMENT ADVISOR FOR AFFLUENT FAMILIES

Whitnell is a wealth management organization based in Oak Brook, Illinois. For more than a quarter century we have protected and enhanced the wealth of affluent families, some of whom have been with us for three generations.

It is our mission to provide affluent families with comfort and peace of mind so they can focus their energies on what matters most to them: their families, their businesses and careers and the charitable causes they pursue with passion.

As wealth managers, our primary focus is to provide our clients with a wide range of services designed to reduce life’s worries. Through deep and meaningful conversations, we come to understand each client’s unique position in life:

•  Who they love.
•  What they dream about.
•  What they hope for the future.
•  What they fear.
•  What they want their wealth to do for them and their family.

Then we build a custom plan unique to each client. Over time, we execute that plan with and for our clients. This helps to ensure our clients’ wealth is a source of freedom and joy, not a burden.

Whitnell is a Registered Investment Advisor (RIA) with the US Securities and Exchange Commission. We believe the RIA business model is superior for aligning our services and capabilities to our clients’ best interests. This is why we have chosen to be RIAs.

The RIA model allows us to be truly objective when making recommendations to our clients about their wealth. We do not earn income from commissions, nor do we have any obligation to recommend the investment products of any financial institution when structuring investment portfolios designed to preserve and grow our clients’ wealth. Because we are a fee-only firm, our compensation is tied directly to the success of the advice and services we offer our clients.

GET TO KNOW OUR TEAM

Profile photo for William E Thonn - President & CEO
President & CEO
Profile photo for Wayne Janus - President, Financial Planning
President, Financial Planning
Profile photo for David Peckenpaugh - SVP & CIO
SVP & CIO
Profile photo for Mia Erickson - Senior Vice President
Senior Vice President
Profile photo for Brian Henderson - Senior Vice President
Senior Vice President
Profile photo for Robert Legan - SVP, Family Office Services
SVP, Family Office Services
Profile photo for Robert Peckenpaugh - Senior Vice President
Senior Vice President
Profile photo for Christy Pedersen - Vice President
Vice President
Profile photo for Michael Loizzi - Vice President
Vice President
Profile photo for Lisa Olson - Vice President
Vice President
Profile photo for Barbara Whiting - Senior Tax Manager
Senior Tax Manager
Profile photo for Craig Janus - Financial Advisor
Financial Advisor
Profile photo for Debbie Grudzien - Chief Compliance Officer
Chief Compliance Officer