Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Income Strategies

Awards & recognition

  • Whitlock Wealth, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Bennett Whitlock, Five Star Wealth Manager, 2024
  • Bennett Whitlock, Ameriprise Circle of Success, 2010-2023
  • Bennett Whitlock, Ameriprise Circle of Success Diamond Ring, 2019

Community participation

Bennett Whitlock, Board Member Leadership Prince William

Bennett Whitlock, Member, Prince William Chamber of Commerce

Bennett Whitlock, Past President, Lake Ridge Rotary Club

Bennett Whitlock, Board Member, Manassas Ballet Theatre Company

Honored to receive recognition

We’re thrilled to announce that our colleague, Bennett Whitlock, received a 2024 Five Star Wealth Manager award. Congratulations, Bennett! Thank you to our clients for your continued trust and loyalty — helping you reach your financial goals is the best part of our job!

Our photos

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