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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.


Certified Fund Specialist®


Bachelor of Science, Indiana State University

Master of Business Administration, Indiana Wesleyan University

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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 Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning