A More Personal Approach to Managing Complex Wealth

Your financial life is personal. The guidance you receive should be, too.

More Than Investment Management

As wealth grows, financial decisions become more connected. Taxes can affect income. Estate decisions can shape investments. Charitable goals can influence both. And the choices made today may affect several generations. Stribling Whalen Financial Group helps bring those decisions together through thoughtful planning, clear communication, and a relationship built around your family.

We Listen First

Before making recommendations, we take time to understand your goals, priorities, concerns, opportunities, and family dynamics.

We Coordinate the Details

We look beyond individual accounts to help align investments, taxes, income, estate planning, insurance, and charitable goals.

We Stay With You

Your plan is not a one-time event. We communicate regularly, revisit decisions, and help your strategy adjust as life changes.

A Plan Built for the Long Run

Important financial goals are rarely reached through one decision. They require preparation,
discipline, coordination, and the flexibility to adjust along the way.

Our Marathon Mission provides a structured process for understanding where you are, building a roadmap, preparing for retirement and legacy decisions, and helping you stay on course over time.

Pre-training preparation

Begin the planning process and discuss:

  • Life goals and dreams

  • Priorities

  • Concerns and Opportunities

  • Current situation

  • Tax Planning and Strategy

Marathon roadmap process

Formalize your plan

  • Portfolio construction - current vs. recommended

  • Manager selection

  • Debt management

  • Employee benefits review

  • Net worth statement

Pre-marathon preparation

Retirement encore, Medicare and legacy

  • What is your encore?

  • Medicare strategy session

  • Housing

Investment philosophy synchronizer

Calibrate and manage investment expectations

  • The markets and you

  • Investment discipline

  • Activity and inactivity

Family security training

Insurance and estate review

  • Life, disability, property and casualty review

  • Everplans

  • Will, power of attorney, and health care power of attorney

Marathon income plan

Creating your retirement income plan

  • Saving vs. spending

  • Social Security strategy

  • Retirement income preparation

  • Retirement income maintenance

Deep Roots. Broad Perspective. A Long-Term Commitment.

Our team combines decades of experience with a genuine desire to know the people we serve. We believe strong advice begins with listening and
grows through consistent communication, dependable service, and a shared commitment to the future.

85+ Years

of combined investment management experience

20 States

served by Stribling Whalen Financial Group

Gainesville Roots

with relationships built on trust, communication, and service