Beverly Whitman fell in love with the financial planning profession after working for wealth management firms and seeing first-hand the value that a coordinated approach to finances can make to clients.
By combining her expertise as a CPA and as a CERTIFIED FINANCIAL PLANNER® Practitioner she helps clients see “the big picture” and assists them in minimizing their tax liability through careful planning.
Beverly graduated with a Bachelor of Arts degree in accounting from NC State University and holds a Master of Business Administration degree from the University of Richmond.
Beverly has over twenty years of experience and holds the following professional designations:
▪️ CERTIFIED FINANCIAL PLANNER® Practitioner since 2003
▪️ CPA (Certified Public Accountant) since 1993
Professional Designations
CERTIFIED FINANCIAL PLANNER ®
Certified Public Accountant (CPA)
Primary Location
466 Town Plaza Avenue, Suite 330, Ponte Vedra Beach, FL 32081
Click the 'Book Intro Call' button above and complete the brief form to contact us on our website, or send an email to info@whitmanwealth.com or call our office manager, Allison Alexis, at (904) 436-5223 to set up a complimentary discovery meeting. We look forward to speaking with you.
Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Whitman Wealth Management
At Whitman Wealth Management, we believe financial planning should feel personal—not overwhelming. In the 1-minute video on this profile page, I share how my family-run firm in Nocatee, Florida helps individuals and families align their finances with what matters most. Because your money isn't just numbers—it's your future, your peace of mind, and your story.
Get to Know Whitman Wealth Management
Whitman Wealth Management is a family-driven advisory firm located in Ponte Vedra Beach, Florida, dedicated to guiding our clients through their financial journey with clarity and confidence.
At the core of our approach is a thorough, values-centered planning process we call True Wealth™ designed to help individuals and families define what truly matters, set meaningful financial goals, and build a plan that reflects their priorities. This process spans from an initial Discovery Meeting through goal-setting and detailed financial plan creation, to ongoing reviews that ensure the plan evolves alongside life's changes.
We offer a wide array of comprehensive services, including cash management, investment review, retirement, risk management, estate planning, and tax planning/preparation. Our planning suite emphasizes tax efficiency and fiduciary responsibility, supported by technology such as eMoney Advisor for goal tracking, scenario planning, and secure collaboration.
Pricing is transparent and based on a flat-fee structure tailored to the complexity of each client’s situation.
Whitman Wealth is led by Beverly Whitman, a seasoned CERTIFIED FINANCIAL PLANNER® Practitioner and Certified Public Accountant (CPA), and Mark Whitman, a CFP® Practitioner and Enrolled Agent (EA).
Beverly brings over two decades of experience, leveraging her dual designations to deliver integrated tax-efficient strategies, while Mark augments the firm’s planning with a strategic background and fresh CFP® credentials earned in 2023.
Behind the scenes is Allison Alexis, the firm’s office manager and a Florida Notary, who brings extensive organizational and legal-support experience to her role. Together, the team fosters a personalized and trustworthy advisory experience, helping clients navigate retirement, education, estate planning, and significant life events with care and expertise.
Advisory services are offered through Highland Investment Advisors, LLC, a SEC-registered investment adviser. Highland’s SEC filing is available here: https://adviserinfo.sec.gov/firm/summary/141694 Highland Investment Advisors, LLC does business as (DBA) Whitman Wealth Management.
Education
University of Richmond, Master of Business Administration (MBA), Business Administration and Management, General | North Carolina State University Bachelor's degree, Accounting
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5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 18, 2025
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.
Relationship to Financial Advisor: Client as of Sep 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Heather Costello
Personalized Support with Whitman Wealth Management
✅ Wealthtender Certified Advisor Review™
Sep 5, 2025
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!
Relationship to Financial Advisor: Client as of Sep 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Nancy and Lannie Hill
Grateful for the expertise and guidance when it comes to financial planning and retirement.
✅ Wealthtender Certified Advisor Review™
Aug 18, 2025
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.
Relationship to Financial Advisor: Client as of Aug 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Mark and Marianne Van Engelen
"Trusted Financial Planner/Guidance You Can Count On"
✅ Wealthtender Certified Advisor Review™
Aug 15, 2025
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.
Relationship to Financial Advisor: Client as of Aug 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Thomas Lind
Trust and Confidence
✅ Wealthtender Certified Advisor Review™
Aug 15, 2025
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.
Relationship to Financial Advisor: Client as of Aug 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Shane M.
Whitman Wealth Management is a top notch Financial Advisor
✅ Wealthtender Certified Advisor Review™
Aug 14, 2025
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.
Relationship to Financial Advisor: Client as of Aug 14, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Tom and Andrea C
Financial Planning and Tax Preparation
✅ Wealthtender Certified Advisor Review™
Aug 14, 2025
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.
Relationship to Financial Advisor: Client as of Aug 14, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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