Michael Whitehead| CFA, CFP®
Hutchison Whitehead Wealth Management, LLC
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Mike Whitehead's primary duties include constructing global portfolios that capture market return while minimizing cost and tax consequences to the client. His investment strategies are based on modern portfolio theory, Nobel Prize winning research, and the efficient market theory.
In 1999, Mike graduated Magna Cum Laude from Virginia Tech with a Bachelor of Science in kinesiology and a minor in chemistry. His analytical background led him to research in the field of finance and the foundation for his belief in efficient markets.
Using asset allocation, the portfolios that Mike constructs seek to achieve the highest rate of return for any amount of risk; or, from an alternative perspective, the least amount of risk for any given amount of return.
Mike is a CFA Charterholder as well as a CERTIFIED FINANCIAL PLANNER™ professional.
In the past Mike held several FINRA licenses, including the Series 7 and 24. He has also had experience with life, disability and both individual and group health insurance.
Outside of work, Mike serves as the Chairman of the board of directors for Metro Pittsburgh Youth for Christ. In his younger days, he was the assistant golf professional at Lindenwood Golf Course in Canonsburg, PA. When not working, Mike still enjoys golfing, CrossFit, and spending time with his wife and four children.
Hutchison Whitehead, LLC is an independent fee-only Registered Investment Advisor committed to helping you improve your long-term financial success. Our customized programs are based on the belief that markets are “efficient” and investment returns are determined by portfolio structure and asset allocation. Stock picking and market timing are far less important. This strategy is supported by volumes of academic research including work by several Nobel Prize winners. HW also provides access to institutional asset classes from Dimensional Fund Advisors (DFA).
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at email@example.com or call us at 724.873.8755. We look forward to hearing from you.