Whitlock Wealth

🪴Growth matters—to you, to your clients, and to the firm you choose to build with.

At Whitlock Wealth, experienced advisors are supported with the structure, flexibility, and community to keep raising the bar.

❗Your next chapter doesn’t start by standing still.

If you’re committed to becoming better and helping others do the same, we’re hiring.

👉Reach out now at whitlockwealth.com.

🪴Progress in financial planning isn’t just about numbers—it’s about building a team that shows up with a commitment to getting better every year.

🎉Please join us in celebrating Shawn-Thomas Franklin’s 5th year with Whitlock Wealth.

Over the past five years, Shawn-Thomas has continued to grow into a valued member of our team. His investment in our mission is reflected in the actions he’s taken to expand Whitlock Wealth’s reach and in his drive to contribute to something larger than himself.

👏Shawn-Thomas, thank you for the impact you’ve made. We’re grateful for all you’ve contributed and excited for what’s ahead.

🔗 Visit whitlockwealth.com to learn more about our team and how we serve.

✨Legacy isn’t built in a moment—it’s built through consistency, care, and the quiet commitment to doing things the right way over time.

🎉Please join us in celebrating Jeanne Turley’s 21st year with Whitlock Wealth.

Year after year, Jeanne brings a level of dedication that shapes the experience our clients trust and our team depends on. She has a unique ability to create calm in the process, to anticipate needs, and to ensure that every interaction reflects the thoughtful, client-first approach we believe in.

👉For the families we serve, that consistency matters. For our team, it sets the standard.

Her impact isn’t measured in a single year—it’s reflected in the relationships she strengthens, the confidence she helps create, and the example she sets every day.

💖Jeanne, thank you for the care, professionalism, and presence you bring to Whitlock Wealth. We are grateful for all you’ve contributed and continue to build alongside you.

🔗 Visit whitlockwealth.com to learn more about our team and how we serve.

There’s something powerful about stepping away from the day-to-day and coming together as a team.

In May, the entire Whitlock Wealth team came together for our quarterly meeting. It was a day rooted in connection, learning, and strengthening our culture so we can better serve the families who trust us.

We kicked things off with individual and team portraits — thank you to Mark Finkenstaedt for capturing the day so well — then moved into a lunch meeting where we had the opportunity to learn from two incredible perspectives:

🌟 Luke Brodzinski from Eaton Vance shared timely insights on today’s market environment and what it means for long-term investors

🌟 Amy Riccardi led a deep dive into our Kolbe results, helping us better understand our natural strengths and how we operate together as a team

Both sessions gave us practical takeaways and, more importantly, reinforced how aligned thinking and self-awareness drive better outcomes — for our team and for our clients.

When we’re aligned as a team, we deliver with greater clarity and purpose.

😉 Now for the fun part … we took two different poses for our team photo. Pose #1 or Pose #2— what’s your pick?

🔗Visit whitlockwealth.com to learn more about our team.

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Whitlock Wealth was proud to attend the Prince William Chamber of Commerce’s 2026 Annual Meeting, represented by Olivia Blackman, Bryce King, Stephanie Martin, and Jeanne Turley.

We were honored to be named the Chamber’s Member of the Year, recognizing our team’s ongoing commitment to supporting the local business community. As one of the sponsors of this year’s event, it was especially meaningful to celebrate the partnerships and leadership shaping our region’s future.

A special thank you to Stephanie Martin for consistently representing the practice with thoughtful dedication across multiple Chamber groups and initiatives.

For those building financial stability or planning for the future, strong communities create opportunity, resilience, and lasting impact.

We are grateful to be part of that work.

Learn more about our team and how we support long-term financial clarity at whitlockwealth.com.

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Reflecting on Business Appreciation Month, we’re grateful to have had the opportunity to welcome local leaders and partners into our office.

The visit was made even more special with the presentation of a key—a meaningful reminder of the strong relationships and shared commitment we have to Prince William County.

Thank you to everyone who joined us for the conversation, connection, and continued partnership in supporting our local business community.

Sharing a few more moments from the day!

🤔What does the next generation of financial advisors actually look like in action?

One of the most rewarding parts of what we do at Whitlock Wealth is watching the next generation step into the profession with purpose and curiosity.

Over the past few weeks, Bryce King has been helping Joseph Chajka get acclimated to his internship, and together they’ve been out in the community—learning, serving, and connecting. They recently attended the Mason Small Business Development Center’s Navigating the Entrepreneurial Journey workshop series, a hands-on, action-oriented program designed to listen to real business owners and help solve real challenges in real time. Experiences like this deepen their understanding of entrepreneurship, resilience, and what it truly means to support a local economy.

They also attended the Aging Gracefully Spring Expo at Potomac Mills, an event focused on helping individuals and families navigate important topics like healthcare, financial planning, housing, and long-term well-being. Spending time in environments like this reinforces an essential truth: financial planning is not just about numbers—it’s about helping people live with confidence, clarity, and dignity at every stage of life.

This is the culture of service we believe in.

👉At Whitlock Wealth, development does not happen in a classroom alone. It happens in conversations, in community spaces, and in moments where listening matters most. Seeing Bryce mentor and Joseph engage so actively is a strong reflection of the kind of practice we are building—collaborative, client-centered, and rooted in continuous growth.

We are excited about what lies ahead for both of them and grateful to see the next generation already contributing to the future of our firm and the communities we serve.

💭If you are thinking about how your financial life connects to the bigger picture—your goals, your family, your legacy—we would be honored to be part of that conversation.

🔗Visit whitlockwealth.com to learn more or schedule time with our team.

For those who serve, and for the families who carry their legacy forward, today is for remembrance.

This Memorial Day, we honor the men and women who gave their lives in service to our country. Their sacrifice reminds us that freedom is never free—it is entrusted to us, protected by courage, and sustained through gratitude and responsible stewardship.

For many families, remembrance is deeply personal. It’s about legacy, values, and ensuring that what was fought for continues to provide opportunity, stability, and peace of mind for the next generation.

That responsibility lives with all of us.

Today, we pause to remember, to reflect, and to honor those who gave everything, and the families who continue to carry their legacy forward.