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WE'RE THE SAME COMPANY YOU TRUST TO

Navigate the Road
To Your Financial Goals

Timothy L. Whetro, CFP®

Call us today to get started

419.517.8095

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MORE THAN FINANCIAL PLANNING

Tax and Insurance Services

WHY CHOOSE US

Our Financial Planning Process

We Gain Understanding of Your Personal and Financial Circumstances

We Identify and Select Goals

We Analyze Your Current Course of Action and Potential Alternative Courses of Action

We develop the Financial Planning Recommendation(s)

We Present the Financial Planning Recommendation(s)

We Implement the Financial Planning Recommendation(s)

We Monitor Progress and Keep You Updated

What Can Whetro Advisors Do for Investors in Toledo and Northwest Ohio?

From financial planning to investment planning, insurance planning, and beyond, our experienced advisors work with you to determine a financial track that aligns with your life goals. We understand that every person’s situation is different and there is no way that one type of plan will work for everyone. With more than thirty years of experience helping people in the greater Toledo area grow and manage their wealth, we put a customized financial plan together for you to meet your attainable goals.

Financial and Investment Planning Should be an Ongoing Process, Not a One Single Step

Financial plans as well as investment plans should be a continual process between our clients and our advisors. We are here to meet with you as frequently as necessary to help you understand the best way to stay on track and grow your finances without getting confused over which strategy will work best for you. Together, we can set you up for the future you want by developing realistic short and long-term goals that will allow you to have financial freedom to continue or improve your lifestyle and leave a legacy. When you’re ready to work with a fiduciary and independent financial advisor to grow your assets and build wealth, contact Whetro Advisors for help.