Comprehensive Financial Planning
We are one of the oldest leading independent financial planning advisors in Northwest Ohio & Southeast Michigan. Wholehan Wealth Advisors is dedicated to providing financial planning and investment management to families and businesses. We help navigate and provide guidance to pursue your financial goals.
As an Accredited Investment Fiduciary, it is our goal to act in the best interest of our clients. If you are serious about accumulating wealth and planning for a fulfilling retirement, we want to help you make those goals a reality through the combination of our knowledge, advice, and financial education.
We are one of the oldest leading independent financial planning advisors in Northwest Ohio & Southeast Michigan. Wholehan Wealth Advisors is dedicated to providing financial planning and investment management to families and businesses.
We help navigate and provide guidance to achieve your financial goals.
As an Accredited Investment Fiduciary, it is our goal to act in the best interest of our clients.
If you are serious about accumulating wealth and planning for a fulfilling retirement, we want to help you make those goals a reality through the combination of our knowledge, advice, and financial education.
Financial Planning
• Cash Flow Management, Insurance, Tax Planning
Investment Management
• Managed Money Accounts, Mutual Funds, Annuities, ETFs
Retirement Planning
• Traditional & Roth IRAs, 401K Review, Social Security, Income Strategies
Financial Planning
Risk Management
Investment Management
Retirement PLanning
Planning
Management
Management
PLanning
Our Clients
Who We Work With
We help clients with retirement planning, wealth management, and investment management.
We have experience working with:
Pre-Retirement
Pre-Retirement
Post-Retirement
Post-Retirement
Private Wealth Management
Private Wealth Management
Legacy Planning & Inheritance
Legacy Planning & Inheritance
Federal Employees & Military
Federal Employees & Military
Special Needs
Special Needs
Who We Work With
We help clients with retirement planning, wealth management, and investment management.
We have experience working with: