Joseph
Whitmer

CFS®

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Joseph Whitmer

Here to act in your best interests

About me

I thoroughly enjoy helping my clients reach their financial goals. As a financial planner, my job is different every day as I help to guide each client through their unique situation in order to reach a secure retirement. When I’m not at work, I love spending time with my family and friends, especially on camping trips. I’m also a huge music fan.

Certifications

Certified Fund Specialist®

Education

Bachelor of Science, Indiana State University

Master of Business Administration, Indiana Wesleyan University

Request an Appointment

Visit one of our Locations

Grand Rapids

5510 Cascade Rd SE
Suite 280
Grand Rapids, MI 49546

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Financial Planning & Investing Resources

Market Insights

What the Silicon Valley Bank news means for your wealth

Retirement & Estate Planning

12 retirement planning questions everyone should consider

Retirement & Estate Planning

The inflation-protection benefits of deferred Social Security

Retirement & Estate Planning

Should I consider a phased retirement?

Home & Mortgage

The downside of buying real estate with your IRA

Retirement & Estate Planning

How can I maximize my Social Security benefits?

Market Insights

February Market Insights

Workplace Insights

Putting employees on the fast track to financial health