Financial guidance you can trust

My advisory approach is centered on understanding your full financial picture and supporting you through every stage of life.

About
Daniel R. Whitman, CFP®

Daniel R. Whitman is a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience helping individuals and families navigate complex financial decisions.

Based in Denver, Colorado, Daniel founded Whitman Financial Planning, LLC to provide independent, fiduciary advice without commissions or product-driven incentives. His work focuses on helping professionals, business owners, and retirees build sustainable financial strategies aligned with their long-term goals.

As a fee-only advisor, Daniel’s responsibility is singular — to act in the client’s best interest at all times.

Our Philosophy & Commitment

     Financial planning should be structured, objective, and grounded in real-world goals. Our philosophy is built on long-term thinking, disciplined decision-making, and transparency at every stage.

We believe good advice is not reactive. It is proactive, documented, and aligned with a client’s evolving life circumstances. Every recommendation is made within a fiduciary framework, supported by research and regulatory compliance.

Our commitment is to provide advice that is clear, unbiased, and focused on long-term outcomes — not short-term market movements.

Our Process

This is the heading

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

This is the heading

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

This is the heading

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

This is the heading

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Credentials & Experience

 

Credentials and experience form the foundation of trusted advice.

 
Our practice is built on professional standards, regulatory
compliance, and long-term client responsibility.

• CERTIFIED FINANCIAL PLANNER™ professional

• 15+ years in financial planning and investment advisory

• SEC-Registered Investment Advisor (RIA)

• Fee-only fiduciary practice

• No commissions, no product sales

Whom we serve

Business man

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Business man

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Business man

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

FAQ

“Acting with the client’s best interests at heart.”

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Take the next step toward clarity.

Schedule your free intro call now.....

Schedule a free intro call