Business Details
43 Years
experience
Your Trusted Partner for Comprehensive Financial Planning
Since 1983, we have dedicated ourselves to helping individuals and businesses navigate their financial journeys with confidence. Our team of certified professionals brings decades of combined experience in wealth management, tax planning, and strategic financial advising. We believe financial health is foundational to living life on your terms, whether you're growing a business, preparing for retirement, or building a legacy for future generations. Our approach integrates personalized tax strategies, investment management, and comprehensive retirement roadmaps tailored to each client's unique goals. We pride ourselves on transforming complex financial decisions into clear, actionable plans while maintaining the highest standards of professionalism and client care. As a locally rooted firm, we prioritize building lasting relationships through transparency, expertise, and a commitment to putting clients' needs first.Our advisors serve as trusted partners, guiding clients through life's major transitions with empathy and financial acumen. From business succession planning to optimizing Social Security benefits, we address every aspect of financial well-being with meticulous attention to detail. Our proven track record of helping clients minimize tax liabilities, coordinate business transitions, and create sustainable income streams demonstrates our dedication to delivering measurable value. We remain committed to continuous learning and innovation, ensuring our clients benefit from the latest financial strategies and industry insights while maintaining the personal touch that defines our practice.
Services
Wealth Management
Tax Planning
Retirement Planning
Estate Planning
Investment Management
Business Succession Planning
Social Security Optimization
College Funding Strategies
Life Insurance Analysis
Accounting Services
Details
- Year established: 1983
Highlights and features
- We've provided personalized financial guidance since 1983
- Our team includes CPAs, CFAs, and certified financial planners
- We develop customized retirement roadmaps integrating all financial aspects
- We coordinate complex business transitions with tax-efficient strategies
- Our investment management approach prioritizes client goals over market trends
Associations and certifications
- CPA
- CFP
- CFA
Services
Wealth Management
Our comprehensive wealth management service integrates investment strategies, tax planning, and retirement roadmaps to help clients achieve long-term financial goals. We create personalized plans that evolve with life changes, ensuring optimal resource allocation across generations. With a focus on minimizing tax liabilities and maximizing growth potential, we help clients build and preserve wealth through market fluctuations and economic shifts.
Tax Planning
Our certified tax professionals develop customized strategies to minimize tax burdens for individuals and businesses. We combine deep regulatory knowledge with proactive planning to optimize deductions, credits, and timing of financial transactions. Our approach ensures compliance while maximizing after-tax returns through year-round tax efficiency planning and strategic return preparation.
Retirement Planning
We create detailed retirement roadmaps that coordinate pensions, Social Security, investments, and insurance to generate sustainable income streams. Our planning addresses healthcare costs, legacy goals, and market risks while maintaining flexibility for changing circumstances. We help clients transition confidently from wealth accumulation to secure retirement distribution strategies.
Business Succession Planning
Our business succession planning service helps owners coordinate smooth transitions through tax-efficient strategies and leadership development. We address valuation, ownership transfer, and key employee retention while minimizing tax implications. The process ensures business continuity and personal financial security during ownership changes or retirement.
Investment Management
We provide personalized investment management focused on risk-appropriate asset allocation and long-term growth. Our approach emphasizes diversification, cost efficiency, and alignment with client goals rather than market timing. Regular portfolio reviews ensure strategies remain aligned with evolving financial objectives and market conditions while maintaining disciplined investment principles.
People
Aaron Bates
Managing Principal
With over 20 years of experience, Aaron specializes in helping business owners transition their companies while optimizing personal financial security. His expertise includes complex tax strategies and retirement income planning for high-net-worth clients.
Eric Key
Principal, Account Manager
As a CPA with extensive tax compliance experience, Eric focuses on developing customized tax reduction strategies for individuals and small businesses. He helps clients navigate complex tax situations while maintaining compliance with evolving regulations.
Ryan Gilmer
Principal, Chief Investment Officer
Ryan leads investment strategy development with over 15 years of experience managing portfolios across market cycles. He specializes in creating diversified investment solutions that balance risk management with growth objectives for both individual and institutional clients.
Tracy Wells
Investment Advisor Representative
Tracy provides personalized financial planning services with a focus on Social Security optimization and retirement income strategies. She helps clients understand complex benefit options and coordinate them with overall financial plans.
Matthew Lefelhoc
Investment Advisor Representative
Matthew specializes in helping young professionals build wealth through strategic investment planning and debt management. He focuses on creating scalable financial foundations that support long-term growth and lifestyle goals.
Questions
What financial services do you specialize in?
We specialize in wealth management, tax planning, retirement strategies, business succession planning, and investment management tailored to individual and business client needs.
How do you help business owners with transitions?
We develop customized succession plans that address ownership transfer, tax efficiency, and personal financial security while ensuring business continuity during leadership changes.
What retirement planning services do you offer?
We create comprehensive retirement roadmaps that coordinate pensions, Social Security, investments, and insurance to generate sustainable income streams aligned with your lifestyle goals.
How do you approach tax planning?
We combine proactive tax strategies with year-round planning to minimize liabilities through optimized deductions, strategic timing of transactions, and compliance-focused return preparation.
What investment management approach do you use?
We employ diversified portfolio strategies focused on risk-appropriate asset allocation, cost efficiency, and long-term growth aligned with each client's specific financial objectives.
Reviews (1)
Jacob Coffy
Jun 07, 2020
Report
Whitcomb & Hess has been financially advising our family for three generations. They exceed all expectations as Financial Advisers and Tax Consultants.