"To invest succesfully over a lifetime does not require a stratospheric IQ...What's needed is a sound intellecual framework for decisions and the ability to keep emotion from corroding that framework"

- Warren Buffett

Whitford Holdings, LLC is an independent, employee-owned diversified financial services company. Our core business lines include Whitford Capital Advisors, LLC a division of Halen Capital, member SIPC / FINRA and Whitford Advisory Services, LLC.



 "A good decision is based on knowledge, not numbers." -Plato



Whitford Advisory Services, LLC, a Registered Investment Advisor,  fulfills the unmet needs of clients whose experience with their wealth advisors has been found wanting.

 

Often, a client's relationship with their investment advisor is characterized by unsatisfactory investment results, poor responsiveness and inefficiencies in service and cost.  While the advisor is watching over your assets, who is watching over the advisor?

 

The essence of most clients' broad investment objectives are straightforward:

 

Seek acceptable investment results consistent with income requirements and preservation of capital.

 

Expect (and receive) a superior level of client service.


Demonstrate mindfulness and flexibility to succesfully integrate the needs and objectives of multiple generations, throughout financial and economic cycles.

 

 

Whitford has built its practice augmenting clients' investment advisors, providing consolidated reporting of all assets, strategic and opportunistic asset allocation and investment manager oversight.

Contact Us

Broker Dealer affiliation is Ba Securities

Whitford Holdings, LLC

43 Leopard Rd.

Paoli Executive Green II Suite 201

Paoli, PA 19301

 

Phone: 484 328-3067

Email: dcatrambone@whitfordllc.com

 

Or use our contact form.