Whelan Partners was founded by Lucas Whelan with the mission of helping entrepreneurs and owners live better lives. For those who take the risk to be independent, finding answers can be challenging and navigating all of the different demands on your time and resources can leave you struggling to make progress. By providing clear answers and direction we can help your business become what you’ve envisioned and help you live the life you want.
Lucas Whelan
Lucas began his career as a financial advisor in 2005. He quickly moved into leadership, helping new financial advisors develop their careers. In 2011, he joined a team financial advisory practice and helped the team grow by nearly 32% annually and over 580% over his 7 years. He had responsibility over more than $300 million in client assets and helped over 200 clients make better financial decisions.
During his time as a financial advisor Lucas identified that for business owners, their largest and most important asset was their business. And while investors have lots of options when it comes to finding guidance on their personal assets, the amount of advice available for business owners was woefully lacking. In order to meet that need, he developed Whelan Partners, a company dedicated to providing support to owners, entrepreneurs and leaders.
Whelan Partners was founded by Lucas Whelan with the mission of helping entrepreneurs and owners live better lives. For those who take the risk to be independent, finding answers can be challenging and navigating all of the different demands on your time and resources can leave you struggling to make progress. By providing clear answers and direction we can help your business become what you’ve envisioned and help you live the life you want.
Lucas Whelan
Lucas began his career as a financial advisor in 2005. He quickly moved into leadership, helping new financial advisors develop their careers. In 2011, he joined a team financial advisory practice and helped the team grow by nearly 32% annually and over 580% over his 7 years. He had responsibility over more than $300 million in client assets and helped over 200 clients make better financial decisions.
During his time as a financial advisor Lucas identified that for business owners, their largest and most important asset was their business. And while investors have lots of options when it comes to finding guidance on their personal assets, the amount of advice available for business owners was woefully lacking. In order to meet that need, he developed Whelan Partners, a company dedicated to providing support to owners, entrepreneurs and leaders.