The Wholehan Team

Meet Our Team

Since 1987, Wholehan Wealth Advisors has grown into one of the most well respected and independently owned financial planning firms.

Meet Our Team

Since 1987, Wholehan Wealth Advisors has grown to become one of the most well respected independently owned financial planning firms in the area.

Michael L. Wholehan

MBA, CFP®, ChFC®, CLU®, LUTCF®, AIF®

Michael brings to the financial services business a unique background both academically and professionally. After receiving a master’s degree in finance at the University of Toledo, he spent several years as a commercial loan officer at Toledo’s largest bank. Michael has since received the following professional designations: Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, Accredited Investment Fiduciary. Michael  has been helping families, and businesses achieve their financial goals for over 50 years. 

Benjamin J. Taylor

RICP® & Partner

Ben has over 20 years of professional advising and consulting experience, serving small businesses and individuals. He is a 2003 graduate of the University of Toledo, dual-majoring in Information Systems and Accounting.  Ben is a Retirement Income Certified Professional® who assists clients with retirement income planning strategies as well as retirement income distribution strategies.

Michael L. Wholehan

MBA, CFP®, ChFC®, CLU®, LUTCF®, AIF®

Benjamin J. Taylor

RICP® & Partner

Michael brings to the financial services business a unique background both academically and professionally. After receiving a master’s degree in finance at the University of Toledo, he spent several years as a commercial loan officer at Toledo’s largest bank. Michael has since received the following professional designations: Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, Accredited Investment Fiduciary. Michael  has been helping families, and businesses achieve their financial goals for over 50 years. 

Ben has over 20 years of professional advising and consulting experience, serving small businesses and individuals. He is a 2003 graduate of the University of Toledo, dual-majoring in Information Systems and Accounting.  Ben is a Retirement Income Certified Professional® who assists clients with retirement income planning strategies as well as retirement income distribution strategies.

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