Local guidance. Personal relationships.

Plan with a local advisor.

Tim Whelan works with families in Okemos, MI and surrounding communities to build plans that fit today and prepare for what's ahead.

Tim Whelan

Okemos, MI

Serving families locally and across Michigan.

Family focused

Helping you make confident decisions for the people who matter most.

Fiduciary standard

Independent advice. Always in your best interest.

Tim and family

Guidance with a personal center.

Tim partners with families to make confident financial decisions through every season of life.

He emphasizes evidence-based investing, thoughtful planning, and clear communication.

His goal is to help clients feel grounded, informed, and supported in their financial journey.

Pick a time with Tim.

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