Our History

Kerry Whalen, with over 30 years of experience, formed Whalen Financial Group, Inc. to provide a variety of customized solutions to help clients make good decisions for themselves, their family, their business and community.

Whalen Financial Group, Inc. has built an excellent reputation as trusted advisors by working hard to understand your hopes, dreams, fears, goals and objectives, delivering the independent and unbiased advice you need to make further progress.

Whalen Financial Group, Inc. has grown to include three additional independent advisors.  We also have an independent 401(k) specialist to assist plan sponsors with designing and maintaining their qualified retirement plans.