R.C. Whitmore Financial Advisors Inc., Athens, Ohio. Fee Only Financial Consulting that Works for You.
Roy C. Whitmore, CFP has been serving the financial needs of your friends and their families here for more than 25 years.
With Roy Whitmore, you will have Southeast Ohio’s first Certified Financial Planner and the first Registered Investment Advisor. He has already given independent and objective financial planning and portfolio management services to people you know, as well as to many local businesses. And his well-established firm is independently owned and operated.
Whitmore works on a fee-for-services basis. Here is your opportunity for fee only financial planning. That means Roy receives no commissions for your financial planning and portfolio management. He will provide you with experienced, objective, common-sense advice. You will not risk the even unintentional bias that can be a factor with other financial advisors who benefit from the commissions on what they suggest.
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Here is what you will get with Roy C. Whitmore, CFP
- personal attention
- a sounding board, educator, and coach
- concrete, achievable financial goals
- a clear approach to reach your goals
- the best recommendations and insights
- financial peace of mind
- sound management
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With Roy C. Whitmore, CFP
- You can establish your financial goals.
- You can bring in family members to participate in your planning.
- You can really understand your financial preparation and enjoy the process.
- You can build a plan that is flexible enough to change as your needs change.
- You can be in control of your financial decisions, rather than having them controlled by someone’s commissions.
- You can have more money in your pocket as the result of your financial plan and tax strategies.
- You can protect your wealth.
Connect with Roy C. Whitmore yourself
*Certified Financial Planner Board of Standards, Inc.. owns The Certification Marks CFP®, Certified Financial Plannerâ„¢ and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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May 1, 2009 3:20 am