Michael Whitehead
CFA®, CFP®
Hutchison Whitehead Wealth Management, LLC
Principal
Michael Whitehead
CFA®, CFP®
Hutchison Whitehead Wealth Management, LLC
Principal
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
Mike Whitehead is a CFA Charterholder and a CERTIFIED FINANCIAL PLANNER™. His primary duties include constructing global portfolios that capture market returns 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. Mike brings to the team an analytical background with a broad technical understanding of portfolios and markets and a natural propensity for being a devil’s advocate, which serves well in evaluating risk management.
Mike graduated Magna Cum Laude from Virginia Tech with a Bachelor of Science in Kinesiology and a Chemistry minor. Mike holds several FINRA licenses, including the Series 7 and 24, and he also has experience with life, disability and both individual and group health insurance.
Michael Whitehead is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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
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Michael Whitehead is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Michael Whitehead is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Michael Whitehead is a Member of the XY Planning NetworkThe 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.
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Michael Whitehead is a holder of the right to use the Chartered Financial Analyst® designation
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
Contact Michael Whitehead
Office Locations:
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100 Houston Sqare
Suite 100
Canonsburg, PA 15317
