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.

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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.

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100%
Focused on your needs
15
Average Client Tenure (Years)
50
States we serve
100%
Transparent pricing

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 Operations Strategy

    Business Advisory & Accounting

    • Accounting Management
    • Financial Forecasting & Insights
    • Data Analysis
    • Cybersecurity Risk Advisory
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    Community Bank Risk Advisory

    • Internal Audit Tailored Solutions
    • FDICIA Compliance
    • Cybersecurity Testing
    • Lending Risk & Compliance Advisory
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  • Business Tax Strategy Preparation

    Business Tax Strategy & Preparation

    • Tax Strategy for Your Future
    • Cash Flow Enhancement
    • Compliance Made Easy

    Learn more
  • Financial Reporting Assurance Services

    Financial Reporting & Assurance Services

    • Financial Statement Audit & Review
    • Employee Benefit Plan Audits
    • Nonprofit Audit & Compliance
    • Corporate Audit & Review
    Learn more

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
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Wealth Management

  • Strategic Partnership with Oppenheimer & Co., a Nationwide Full-Service Investment Brokerage
  • Comprehensive & Diverse Wealth Management Strategies
  • Member of The Professionals Alliance Group
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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.

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Our Team

Meet the experts at The Whitlock Co.

Meet Our Team

Your Career

We're always developing our team. Apply now.

Apply Now
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Certified to help you

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  • Cia
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  • MOCPA100

Start a Conversation

We can help grow your organization or your portfolio. Request a consultation with our experts today.

What Services Are You Interested in?
What Services Are You Interested in?

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