Joseph Whitmer | Edelman Financial Engines
 
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I am Joseph Whitmer,

CFS®

Director, Financial Planning

"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."

Phone Number

(616) 949-5959

Address

1200 East Paris Avenue SE

Suite 7

Grand Rapids, MI 49546

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70 W Michigan Ave.

Suite 610

Battle Creek, MI 49017

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251 North Rose Street

Suite 200

Kalamazoo, MI 49007

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Schedule an Appointment

Get to Know Us

Your retirement dreams are unique. We think your financial plan should be, too. We are the #1 independent financial advisory firm in the nation, as ranked by Barron’s. But we’re more than that. For the past 33 years, we’ve provided personal financial planning and investment management services for hardworking people just like you. Here, you’ll get a personal financial plan that reflects your unique situation and goals. You’ll also get more than an experienced financial advisor – you’ll benefit from a lifelong partner who’s dedicated to helping you achieve the financial freedom you deserve.

About My Services

Services

Financial Planning

Investment Management

Retirement Planning


We’re here to help you make important decisions about every aspect of your life with a dollar sign — from planning for retirement to leaving a legacy for your family — and everything in between.

How We're Different

Founded by acclaimed financial planner, Ric Edelman, and Nobel Prize-winning economist William Sharpe.

Ranked #1 in quality by Barron’s1.

Independent, fee-only advisors. Our planners don’t earn commissions selling products to our clients.

We serve in your best interests always. Whatever your situation, our experienced planners will provide the objective, straightforward advice you need to help you move your financial life forward.

My Qualifications

Years of Experience

I have 21 years of experience in the financial industry.

Certifications

Certified Fund Specialist®

My Story

Interests and Hobbies

Music

Family

Camping

You Should Also Know About

Fees

We provide objective, fee-based advice and asset management. That means we won’t try to sell you on our firm’s proprietary products. It also means our planners don’t earn any commissions on the products and services our planners recommend for our clients. Our goal is to help you reach your financial goals with confidence, plain and simple.

Fiduciary Plus

When it comes to our clients, we’re “all-in.” We actively seek ways to make our clients’ lives better, whether it’s working alongside policymakers or innovating within our business to improve financial security. Our sole motivation is to serve your best interests, always. It’s a commitment we’ve made to our clients for the past 30 years, and will continue to make to you.

Ready to Take the Next Step?