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 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.

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 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.

Our Services

How We Can Help You

Financial Planning

• Cash Flow Management, Insurance, Tax Planning

Risk Management

• Identify Risk Tolerance with RiskAlyze & E-Money

Investment Management

• Managed Money Accounts, Mutual Funds, Annuities, ETFs

Retirement Planning

• Traditional & Roth IRAs, 401K Review, Social Security, Income Strategies

How We Can Help You

Financial Planning

• Cash Flow Management, Insurance, Tax Planning

Risk Management

• Identify Risk Tolerance with RiskAlyze & E-Money

Investment Management

• Managed Money, Mutual Funds, Annuities, ETFs

Retirement Planning

• IRAs, 401K Review, Social Security & Income Strategies

 Financial Planning

Risk Management

 Investment Management

Retirement PLanning

Financial
Planning
Risk
Management
Investment
Management
Retirement
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

Couples and individuals have a crucial need to plan, not only for today but for tomorrow. They need be as sure as possible that they have saved enough to last the rest of their lives.
Learn More

Post-Retirement

Post-Retirement

Withdrawal strategies will impact your retirement. As a retiree, you need financial planning and investment management that can help you enjoy your retirement.
Learn More

Private Wealth Management

Private Wealth Management

Private wealth management creates a close working relationship with wealthy clients to understand their financial needs and to help build a portfolio that achieves the client's financial goals.
Learn More

Legacy Planning & Inheritance

Legacy Planning & Inheritance

Legacy and inheritance can be beneficial, but it can also increase the complexity of your financial situation and even change your financial decisions.
Learn More

Federal Employees & Military

Federal Employees & Military

Federal Employees & Military members have a unique benefit system. We have worked with Federal Employees & Military members since 1986 & understand FERS vs CSRS, TSP, FEGLI, FEHB & FERS Supplement.
Learn More

Special Needs

Special Needs

When a family member has special needs, you face a unique set of challenges. Our team of experienced special care planners can help you understand the financial resources that are available and develop a holistic plan for those that depend on you the most.
Learn More

Who We Work With

We help clients with retirement planning, wealth management, and investment management.
We have experience working with:

Pre-Retirement

Pre-Retirement

Couples and individuals have a crucial need to plan, not only for today but for tomorrow. They need to be as sure as possible that they have saved enough to last the rest of their lives.
Learn More

Post-Retirement

Post-Retirement

Withdrawal strategies will impact your retirement. As a retiree, you need financial planning and investment management that can help you enjoy your retirement.
Learn More

Private Wealth Management

Private Wealth Management

Private wealth management creates a close working relationship with wealthy clients to understand their financial needs and to help build a portfolio that achieves the client's financial goals.
Learn More

Legacy Planning & Inheritance

Legacy Planning & Inheritance

Legacy and inheritance can be beneficial, but it can also increase the complexity of your financial situation and even change your financial decisions.
Learn More

Federal Employees & Military

Federal Employees & Military

Federal Employees & Military members have a unique benefit system. We have worked with Federal Employees & Military members since 1986 & understand FERS vs CSRS, TSP, FEGLI, FEHB & FERS Supplement.
Learn More

Special Needs

Special Needs

When a family member has special needs, you face a unique set of challenges. Our team of experienced special care planners can help you understand the financial resources that are available and develop a holistic plan for those that depend on you the most.
Learn More

We're Here To Help

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