When seeking a firm for accounting or financial planning, it is important to consider its strengths and, most important, how well they fit your needs. At Whittaker Cooper, we believe there are several factors that make us the logical choice for the essential financial matters in your life.
By having professionals who offer both accounting and financial planning services, we can deliver a holistic approach to each client, bringing a greater level of convenience and cohesiveness to their financial lives. This combination of capabilities helps differentiate us from stand-alone CPA and financial planning firms.
At Whittaker Cooper, you’ll find a highly experienced and credentialed team with more than 280 years of combined experience. We offer areas of expertise in a diverse range of accounting and financial planning disciplines.
Trust is key when it comes to your money, and who better to count on than a team that has been in the community for more than 60 years? Our three principals and more than 20 staff members are committed to high standards of professional conduct and dedicated to serving your best interests.
The foundation of our business is the relationships we build with our clients. Assisting them with their financial lives is not only what we’ve dedicated our careers to, but what we most enjoy doing. As our client, you can expect to receive an unsurpassed level of personal, attentive service. We welcome the opportunity to build a long-term advisory relationship with you and your family.
Our company and many of our team members have been part of the Melbourne community for a long time. We enjoy living and working here and want to see our community thrive like we have. This is what fuels our passion for supporting and participating in many of our area’s civic, charitable, religious and alumni organizations.