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