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Independently owned, Whitney and Associates saw an opportunity to put the value back into marketing for agents. As agents ourselves, we were tired of the same old solutions to a never ending problem, marketing. We wanted to be able to get in front of a consistent amount of clients and actually help them with their retirement planning, which included Social Security. It took many years but we finally found the solution! We have structured our business so that everyone involved has skin in the game; Us (Whitney & Associates), the marketing team and you (the advisor). We feel that is the only way a true partnership can exist. If you have not watched our video, please do, and we will tell you how our partnership works. We look forward to working with you!

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Whitney and Associates Questions

The Whitney and Associates annual revenue was $3 million in 2024.

Barry Whitney is the President of Whitney and Associates.

14 people are employed at Whitney and Associates.

Whitney and Associates is based in Des Moines, Iowa.

The NAICS codes for Whitney and Associates are [5416, 54161, 541611, 541, 54].

The SIC codes for Whitney and Associates are [87, 874].

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