Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

Forbes Recognition

John Whelan, MBA, CFP® (Managing Director-Investments) was named by Forbes as one of Pennsylvania’s Best-in-State Wealth Advisors in 2021.

Forbes' ranking algorithms are based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.


We Love Our Jobs

Learn more about why the Whelan Wealth Management Group loves being your financial advisory team.