Whitcomb & Hess

Why We're Here

At Whitcomb & Hess, we're passionate about helping people. We understand that money can be a source of stress and anxiety, and we believe that taking away that stress can significantly improve your overall quality of life. That's why we're committed to guiding you through your personal or business financial matters, handling the stress so you can get your life back.

Who We Serve

We work with a diverse range of clients, including business owners, people approaching retirement, and young professionals. We understand that each client has unique financial needs and goals, and we're dedicated to meeting you wherever you are in your financial journey.

What We Do

Our services are designed to help you plan for the future, grow your business and investments, and thrive in life. Here's a closer look at what we do:

*Wealth Management*: Our advisors take a comprehensive approach to wealth management, walking you through all the moving pieces of a financial plan and finding the best options to reach your goals.

*Business Planning*: If managing your business has become too much to handle alone, we can help. We've guided hundreds of businesses and their owners to success, providing the support and guidance they need to thrive.

*Tax*: Complicated tax returns are no match for our experienced CPAs. We work to customize tax strategies for your situation, so you can keep more of the money you've earned.

*Accounting*: As a business owner, you didn't start your business because you wanted to spend hours doing payroll and bookkeeping. Let us take those items off your to-do list.

*Investments*: We understand that it's not about the money - it's about what the money can do for you. We'll always treat your investments like we treat our own: the best we can.

Our Team

Our team is made up of dedicated professionals who are committed to helping you achieve your financial goals. Our experts include CPAs, CFAs, and CFPs, all of whom are passionate about what they do.

*Jim Hess, CPA*

*Aaron Bates, CFP*

*Eric Key, CPA*

*Neil Hinkle, CPA*

*Ryan Gilmer, CFA*

*Teri Yoder, CPA*

*Tim Hilterman, CFP*

*Tracy Wells*

*Chris Nadler, CFP*

*Beau Carpenter, CPA*

*Allison Smith, CPA*

Community Involvement and Culture & Careers

At Whitcomb & Hess, we're not just passionate about finance - we're also passionate about giving back to our community. We're proud to be involved in a variety of local organizations and initiatives, and we believe that our commitment to community helps us create a positive and fulfilling work environment for our team.

If you're interested in joining our team, we'd love to hear from you. We offer a supportive and inclusive work environment, opportunities for professional development, and the chance to make a real difference in the lives of our clients.

Resources

We're committed to providing our clients with the resources they need to make informed financial decisions. From our blog and newsletters to our downloadable resources, we're here to help you stay informed and on track.

Get in Touch

When you're ready to take the next step in your financial journey, we're here to help. Get in touch with us today to learn more about how we can help you plan, grow, and thrive.