A more deliberate relationship with your money.
In the financial industry since 2003, Alissa Whittle is operating independently under LPL Financial. Conversations happen in person at the Tavernier office, by video, or by phone. No 1-800 numbers. No rotating account team.
MountainTop Financial → LPL Financial · Tavernier
A higher standard of care.
As a fiduciary advisor, Alissa is held to a higher standard of care and is committed to putting her clients' best interests first by providing guidance designed to align with their goals and needs.
Affluent individuals and families often seek more than investment management alone. They value personalized guidance, proactive communication, and a long-term relationship built on trust. As an independent financial advisor affiliated with LPL Financial, Alissa provides customized planning and investment strategies tailored to each client's unique goals, values, family priorities, and legacy objectives.
She works closely with clients to help navigate retirement income planning, investment management, tax-efficient strategies, charitable giving, estate considerations, and multigenerational planning through an independent, relationship-driven approach designed to provide objective guidance and personalized service.
Most of her clients are retirees, pre-retirees, business owners, professionals, and families seeking long-term planning relationships.
Three honest questions before we talk.
An independent fiduciary relationship is intentional, personal, and built for the right fit. If any of these resonate with you, the conversation is usually easy.
You're navigating an important transition: a sale, retirement, an inheritance, or the next chapter of life.
You want a fiduciary advisor who knows your name and builds relationships.
You have five hundred thousand or more in investable assets and want them managed with intention.
Three steps. No fluorescent lights.
Independent doesn't mean improvised. Every client moves through the same stages. What happens is built around you.
- 01
A conversation, not a pitch.
We meet in the office, over video, or by phone. We talk about your values and goals, and how to achieve them. No cost and no obligation.
- 02
A written plan.
Investments, retirement, tax coordination, insurance, estate. Addressed in one document, not a stack of brochures. Built around your situation, not a model portfolio you happen to fit.
- 03
A long partnership.
Regular check-ins. Annual reviews. The plan adjusts as your life does, not the other way around.
Community first. Investments second.
In financial planning since 2003, now operating independently under LPL Financial. Also, and at least as importantly: a Girl Scouts leader since 2011, a foster parent since 2012, host family for Up with People and Greenheart exchange students, mission work in Bolivia, reef restoration with the Coral Restoration Foundation. Rotary, Toastmasters, Chamber, BPW. She does both jobs the same way: by showing up, knowing your name, staying for the long version.
Read full bioTwenty minutes. No pitch deck. Just a conversation.
Tavernier office, video, or phone. Your call.
Start the conversation or call directly (305) 928-2928