Michael Whitehead, CFA, CFP® Hutchison Whitehead Wealth Management

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About Michael Whitehead, CFA, CFP®

Mike is a partner at the fee-only financial planning firm Hutchison Whitehead Wealth Management. He has over a decade of experience as a fee-only financial planner. He enjoys working with driven individuals and small business owners in various walks of life. As a group, these individuals have many traits that serve them well, but also a common set of financial planning blind spots that Mike helps fill.

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Recently Published

Congress: Trading stock on inside information?

November 14, 2011

Are the most powerful people in the world, those privy to more sensitive information than anyone on earth, the only ones who can’t be jailed for using inside information?

The post Congress: Trading stock on inside information? appeared first on Hutchison Whitehead Wealth Management, LLC.

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Should Investors Fear the “New Normal”?

March 14, 2011

In this video, Kenneth French explains why lower economic growth may not hinder future stock returns. In fact, history shows that average returns tend to be higher during periods of economic difficulty. The information about a current recession is factored into stock prices, and investors may require a higher expected return to induce them to […]

The post Should Investors Fear the “New Normal”? appeared first on Hutchison Whitehead Wealth Management, LLC.

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The Current Aftershock

March 10, 2011

Using an illustrated timeline, David Booth of DFA chronicles US stock market performance in four periods since World War II. His review suggests prevailing market sentiment is often wrong and that investors must stay disciplined through all market environments to pursue their long-term goals. Click through to see the short video. What do you think?

The post The Current Aftershock appeared first on Hutchison Whitehead Wealth Management, LLC.

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Ideal Clients

  • Business Owner
  • Generation X
  • High Intensity Individuals

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly:  $99+/mo + $500+ upfront
  • AUM: 1%

SEC Records

States Registered

  • Pennsylvania

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