Welcome to The Whitlock Co.
We develop long-term relationships that help you grow
Expect more from your advisor. Our team of experts provides guidance and insight, so you can focus on the heart of your business.
Striving to enhance our client’s prosperity and develop great people
We help organizations grow
Our team works with integrity and excellence every day to foster long-term relationships with our clients.
Our Solutions for Organizations
Whether you have a staff of 5 or 500, we can help you optimize all aspects of your organization. We partner with you through every stage of development to tailor services that fit your needs as you grow.
Our Solutions for Individuals
You've worked hard to get where you are. Let us come alongside you to protect and grow your wealth.
Individual Tax & Estate Planning
- Tax Planning
- Tax Compliance
- Estate Planning
- Trust Setups & Management
Wealth Management
- Strategic Partnership with Oppenheimer & Co., a Nationwide Full-Service Investment Brokerage
- Comprehensive & Diverse Wealth Management Strategies
- Member of The Professionals Alliance Group
Serving organizations and individuals for over 110 years
Our Story
We are a proud legacy firm, headquartered in Missouri with a national reach. We’re growing to better serve our clients.
Certified to help you
Start a Conversation
We can help grow your organization or your portfolio. Request a consultation with our experts today.