Michael Whitehead

CFA, CFP®

Hutchison Whitehead Wealth Management, LLC

Financial Advisor

Michael Whitehead

CFA, CFP®

Hutchison Whitehead Wealth Management, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Michael Whitehead, CFA, CFP®

Fee-Only financial planner located in Canonsburg, PA, serving clients locally and across the country

Michael Whitehead is a Canonsburg, PA fee-only financial planner. Hutchison Whitehead Wealth Management, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michael Whitehead is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Michael Whitehead is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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 info@hwwealth.com or call us at 724.873.8755. We look forward to hearing from you.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Michael Whitehead is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Michael Whitehead is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Michael Whitehead is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Michael Whitehead

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Office Locations:

  • 100 Houston Sq
    Ste 100
    Canonsburg, PA

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