WHETSTONE FINANCIAL

Whetstone Financial is committed to helping others. All of our associates contribute time, talent, and financial support to a wide range of philanthropic efforts in the communities where we live and work. In 2016, we established the Whetstone Fund at the Marion Community Foundation with contributions exceeding $100,000. The account is a donor-advised fund, which permits us to recommend annual grants to charities of our choice... At Whetstone Financial, we're here to help you pursue your overall financial goals and guide you through the complexities of planning for your retirement. Using our client-centered approach, we seek to help you design a framework that allows you to pursue financial security during the next phase of your financial life... Our staff are experienced professionals dedicated to providing our clients with exceptional service and advice.

Primary location: Marion United States