I have worked with Whitman Wealth Management for three years, and couldn't be happier with the service and guidance I have received. I originally sought an advisor to help with retirement planning, but Beverly’s expertise has been invaluable across all aspects of our financial life. Beverly took the time to understand our goals and risk tolerance, and she developed a comprehensive strategy that gives us confidence about the future. I appreciate her proactive approach to tax planning, which has helped me make smarter decisions that minimize my tax burden. We highly recommend Whitman Wealth Management to anyone looking for a knowledgeable, trustworthy, and supportive financial advisor. They are a true partner in our financial journey.

My husband and I have been working with the Whitman Wealth Management team since 2014. We feel very fortunate to have been involved while they have grown and expanded their support services in personalized consultation concerning tax management, financial planning, and growing stage-of-life concerns. We are happy to be a part of the Whitman Wealth Management family!

We highly recommend Whitman Wealth and Management for anyone seeking comprehensive financial services in Ponte Vedra, FL. Their team combines expertise with a personalized approach, ensuring that clients receive tailored financial strategies that align with their individual goals. The advisors at Whitman took the time to understand our unique financial situation and aspirations, crafting strategies that were specifically designed for us. They take the time to understand their customers goals and offer varied approaches like Diversified Portfolio Mix, Active vs Passive Management, Risk Assessment and Management, Tax-Efficient Investing, Value and Growth Investing and Asset Allocation Rebalancing.  We have worked with the Whitman Wealth team for the past 6 years and are very satisfied with our results and would recommend them highly.

Beverly, Mark and the entire team has been an incredidible partner in managing my finances. They give clear, tailored advice, explain complex topics in plain language, and genuinely put my best interest first. Highly recommend to anyone seeking a trusted, knowledgeable finacial planner.

My family has worked with Beverly and her team for several years, and it’s been invaluable having a CFP you can truly trust—someone who prioritizes your goals rather than their own agenda. Beverly, Mark, and Allison are always easy to reach and quick to respond when needed. If you’re in Northeast Florida and looking for a knowledgeable, approachable, and trustworthy CFP, I highly recommend meeting with Beverly.

My wife and I have used the services of Whitman Wealth Management for several years and they are the best financial advisors that I have found in Northeast Florida. When we moved to Florida five years ago, I explored many different financial advisors and decided to chose Beverly because she is easy going but extremely proficient in the services she provides. Many other financial advisors have a model that they want to fit you into and some want to sell you a product like variable annuities . Beverly has an holistic approach that includes tax preparation which most other advisors do not provide. Tax planning is a key ingredient in effective financial planning. She has saved me significantly by recommending I use a Charitable Giving Trust to maximize deductions in a year where I made a large Roth IRA conversion. Beverly and Mark are a great team working on our financial planning and hope to be able to use them for a long time.

I have been a highly satisfied client of Beverly Whitman for over eight years. Initially she serviced me as a tax accountant reviewing, advising, and preparing my annual taxes. This has always been performed in a professional, trustworthy and timely manner. She is always available to answer questions and address specific financial and tax issues. In addition she is very likeable and provides a comfortable work environment. During the past five years Beverly has also been my certified financial advisor. As a retired senior citizen she is aware of current financial trends and markets and analyzes the potential impact to my personal situation. She performs regular in-person reviews, assessments and recommendations. I am confident this high quality service will continue. Without hesitation I recommend Beverly Whitman to perform excellent tax and financial services.