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PERSONAL
Our entire team is dedicated to being more than financial professionals; we believe we must be advocates and stewards of our clients’ resources.
COMPREHENSIVE
We provide comprehensive wealth management services because we understand the importance of evaluating, discussing and monitoring all issues affecting a client’s financial life.
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INDEPENDENT
We are independent, so we have no outside interests, no proprietary products and no affiliations with special interest groups.
FINANCIAL SERVICES, TAX & LEGACY PLANNING
Welcome to M. White Financial Services, home to a team of professionals dedicated to assisting our clients in every aspect of their financial lives.
We encourage you to explore our site and learn more about our organization, our people and the unique way we assist our clients with their wealth management issues. We welcome the opportunity to share this information with you and look forward to becoming personally acquainted with you and your family.
Download Our App
We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office, plus it's 100% free.
