10/28/2026
A new chapter for Stribling~Whalen Financial Group.
We're excited to share some important news about our firm.
After more than 50 years of serving families and business owners, Stribling~Whalen Financial Group has officially launched as an independent Registered Investment Adviser (RIA), with Fidelity Investments serving as our custodian.
While this is an important milestone, the decision was really about something much bigger than a change in business structure.
It was about our clients.
For decades, we've had the privilege of building relationships that often extend across multiple generations of the same family. Those relationships have always been at the heart of who we are.
Becoming independent gives us greater flexibility, additional resources, and new opportunities to serve those families in the years ahead.
We're incredibly grateful to Warren Stribling, who established the foundation for this firm more than 50 years ago, and to our entire team for their dedication to the people we serve.
We're proud of where we've been, excited about where we're going, and committed to the same personal approach that has guided us from the beginning.
We invite you to read more about this exciting next chapter in our official announcement.
https://www.prnewswire.com/news-releases/striblingwhalen-financial-group-swfg-launches-independent-ria-302920488.html