Business Details
50+ Years
experience
Your Trusted Partner for Comprehensive Financial Planning
Whitney & Company & Company is a Rochester-based Independent Registered Investment Advisor (RIA) built on long-term client relationships. Founded in 1975, our strictly fee-based model ensures advice is driven solely by our commitment to clients, free from product sales pressures. Our team of seasoned professionals, including CFPs, CFAs, CPAs, and MBAs, provides holistic financial guidance tailored to individual needs, covering investment management, retirement planning, Social Security maximization, estate planning, and more.We prioritize understanding clients' unique goals and life circumstances, fostering trust through transparency and personalized service. With over 125 years of combined experience, we approach financial planning collaboratively, working alongside clients' attorneys and accountants to ensure comprehensive solutions. Our fiduciary responsibility to clients is unwavering, reflecting our belief that the only family that matters is theirs.
Services
Investment Management
Wealth Planning
401(k) Consulting
Retirement Planning
Fiduciary Services
Details
- Year established: 1975
Highlights and features
- We operate as a fee-only Registered Investment Advisor with no product sales obligations.
- Our team includes CFPs, CFAs, CPAs, and MBAs with 125+ combined years of experience.
- We provide holistic financial planning addressing retirement, taxes, estate, and insurance needs.
- Fiduciary services ensure all recommendations prioritize clients' best interests.
- Multi-generational family leadership demonstrates long-term commitment to client relationships.
What people say
Personalized service
Experienced professionals
Fiduciary responsibility
Holistic planning
Long-term relationships
Services
Investment Management
Our investment management service creates personalized portfolios aligned with your financial goals and risk tolerance. We focus on high-quality, competitively advantaged companies for equities and utilize government and corporate bonds for fixed income stability. With rigorous research and ongoing monitoring, we ensure your investments reflect intrinsic value principles while maintaining diversification. This service benefits clients seeking long-term growth through disciplined, fiduciary-driven portfolio management.
Wealth Planning
Comprehensive wealth planning addresses retirement strategies, tax optimization, estate planning, and insurance evaluation. We collaborate with your legal and accounting professionals to create integrated solutions tailored to your unique circumstances. Our approach considers Social Security maximization, charitable gifting, and legacy transfer strategies. This service benefits clients seeking coordinated financial roadmaps that evolve with life changes and market conditions.
401(k) Consulting
We help businesses design and administer retirement plans including 401(k), cash balance, and defined benefit options. Our fiduciary services cover investment selection, compliance monitoring, and employee education. We partner with top providers for recordkeeping and tax filings while offering personalized guidance to business owners and employees. This service benefits employers seeking competitive retirement benefits that support workforce retention and satisfaction.
Retirement Planning
Our retirement planning service develops customized strategies for income sustainability, tax efficiency, and lifestyle maintenance during retirement. We analyze pension options, Social Security timing, and withdrawal sequences while addressing long-term care considerations. Through scenario modeling and ongoing adjustments, we ensure financial security throughout retirement years. This service benefits pre-retirees and retirees seeking confidence in their post-employment financial stability.
Fiduciary Services
As a Registered Investment Advisor, we provide fiduciary investment management and consulting services that legally require us to act in your best interest. Our fiduciary approach governs all aspects of portfolio management, retirement planning, and consulting engagements. We maintain transparency through full disclosure of conflicts and compensation structures. This service benefits clients who require legally binding assurance of impartial, objective financial guidance.
People
William Shaheen
President & CEO
With over 30 years of management experience, William Shaheen leads Whitney & Company & Company's strategic direction. A CPA and St. John Fisher College graduate, he has grown the firm since 1995 while maintaining community involvement through boards like Episcopal Senior Living Foundation. His expertise includes SEC reporting, tax preparation, and corporate finance, with a focus on client-centric financial solutions.
Christopher Radigan
Partner & Portfolio Manager
Christopher Radigan brings 20+ years of investment management experience to Whitney & Company & Company. An MBA holder from the University of Rochester, he specializes in portfolio management and client relationship building. Prior roles include positions at Canandaigua National Bank and Cobblestone Capital Advisors. He emphasizes personalized service and rational investment decision-making during market volatility.
Robert Pickels
Partner & Chief Investment Officer
Robert Pickels, a CFA charterholder, oversees investment strategy as Chief Investment Officer. With 20+ years in equity research at Manning & Napier and Bear Sterns, he applies disciplined analysis to portfolio construction. A Hamilton College economics graduate, he combines market expertise with client-focused service, maintaining active roles in Rochester's tennis community and youth sports coaching.
Adam Magee
Partner & Director of Wealth Planning
Adam Magee leads financial planning initiatives with 20+ years of industry experience. A CFP professional and St. John Fisher College MBA graduate, he focuses on creating personalized wealth strategies. His background includes operational leadership roles at LVW Advisors and Cobblestone Capital Advisors, emphasizing technology-driven efficiency and client education.
Jeff Braverman
Senior Vice President
Jeff Braverman contributes nearly three decades of investment management expertise. A Colgate University economics graduate and Simon School MBA holder, he joined Whitney & Company & Company in 2025 following leadership roles at Steven Charles Capital. His focus areas include portfolio analysis, client relationship management, and maintaining the firm's fee-based advisory model integrity.
Questions
What distinguishes Whitney & Company & Company & Company as a Registered Investment Advisor?
As a fee-only RIA, we operate under fiduciary standards requiring us to act solely in clients' best interests without product sales incentives or conflicts.
How does Whitney & Company & Company & Company approach investment management?
We create personalized portfolios using fundamental analysis, focusing on intrinsic value investing with high-quality companies and diversified fixed income strategies.
What financial planning services do you offer?
We provide comprehensive planning covering retirement, tax optimization, estate strategies, insurance review, and legacy transfer solutions tailored to individual needs.
Do you work with businesses on retirement plans?
Yes, we help businesses establish and manage 401(k), cash balance, and defined benefit plans with fiduciary oversight and employee education programs.
How is Whitney & Company & Company & Company compensated for services?
We operate a transparent fee-based model where compensation derives solely from advisory fees, eliminating conflicts from product commissions or sales incentives.
What experience does your team bring to client relationships?
Our professionals hold CFP, CFA, CPA, and MBA credentials with 125+ combined years of experience in investment management and financial planning.
Reviews (3)
Ken Weber
Aug 30, 2016
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Bill has done an excellent job for us. He invests at the level of risk that we are comfortable with and
still achieves good performance.
still achieves good performance.
Robert Turner
Oct 20, 2015
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Love working with Whitney & Company. They are very attentive and on top of the market. I would highly recommend their services.
Dan Mizro
Jun 11, 2015
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The firm is great. They are professional and knowledgeable. I highly suggest Whitney and Company for all of your Investment and financial needs.
