We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

Firmly rooted in the Gainesville area, the Stribling~Whalen Financial Group is dedicated to building client relationships based on trust, regular client communication and exceptional service.

OVER 74 YEARS OF LESSONS LEARNED

Our team has a combined 74 plus years of lessons learned in investment management.

Stribling~Whalen Financial Group
Warren Stribling headshot
Mr. Warren Dickey Stribling IV CFP®
Principal
Brian Whalen headshot
Mr. Brian E. Whalen CFP®, CIMA®, AIF®
Principal
Jacob Beauchamp headshot
Jacob Beauchamp, AAMS®
Financial Advisor
Cindy Casey headshot
Cindy Casey
Client Service Associate
Lauren Tuttle headshot
Lauren Tuttle
Branch Associate
Kayleigh Dell
Kayleigh Dell
Branch Associate

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Stribling~Whalen Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

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