Our Commitment, Your BusinessGoalsEstateGrowthLegacy
At Whitley Penn, we take the time to understand your goals, challenges, and vision. Whether you're looking to join our team or become a client, we offer a personalized approach, trusted guidance, and meaningful solutions that grow with you.
Our Commitment, Your BusinessGoalsEstateGrowthLegacy
At Whitley Penn, we take the time to understand your goals, challenges, and vision. Whether you're looking to join our team or become a client, we offer a personalized approach, trusted guidance, and meaningful solutions that grow with you.
Fostering Strong Culture & Values
From the start, Whitley Penn has been known for having an entrepreneurial spirit. Employees at all levels are encouraged to develop relationships internally and externally, create programs and initiatives for advancement, and focus on delivering high quality client service.
Our internal programs and initiatives empower employees by nurturing wellness, career growth, cross-team relationships, and more. In particular, the unique Lunch Buddies program focuses on building relationships between employees across levels and teams.
Additionally, our recruiting and hiring process focuses on skill, talent, and the ability to do the job and do it well. We strive to hire the best talent that believes in our mission no matter what.
All of this adds up to one thing: The Whitley Penn Difference.
The Whitley Penn Story
See how Whitley Penn has grown, our major milestones, and what we've accomplished over the past 40 years.
A Message From Our CEO
''Change is constant. Our commitment to ongoing education and process innovation reinforces our efforts to stay on top of the ever-changing financial landscape. At Whitley Penn, we provide you with solutions and resources, so you have the confidence to make the most of your next opportunity.''
– Nathen McEown
Our Awards
We strive for excellence, not only for our clients, but for our employees as well. See a few of our accolades below.
Our People
Get a glimpse into life at Whitley Penn - and the people who make it all possible.
