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.
Business Advisory & Accounting
- Accounting Management
- Financial Forecasting & Insights
- Data Analysis
- Cybersecurity Risk Advisory
Community Bank Risk Advisory
- Internal Audit Tailored Solutions
- FDICIA Compliance
- Cybersecurity Testing
- Lending Risk & Compliance Advisory
Business Tax Strategy & Preparation
- Tax Strategy for Your Future
- Cash Flow Enhancement
- Compliance Made Easy
Financial Reporting & Assurance Services
- Financial Statement Audit & Review
- Employee Benefit Plan Audits
- Nonprofit Audit & Compliance
- Corporate Audit & Review
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.