Stribling-Whalen Financial Group

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Stribling-Whalen Financial Group Brian Whalen and Jacob Beauchamp are each CERTIFIED FINANCIAL PLANNER® practitioners.

Firmly rooted in the Gainesville area, the Stribling~Whalen Financial Group is dedicated to building client relationships based on trust, regular client communication and exceptional service. Our advisors have over 85 years of combined investment management experience of guiding client portfolios through a wide range of market cycles to help achieve financial goals. We engage our clients in thoughtful conversations and carefully listen to each client’s objectives and implement long-term asset allocation strategies to help preserve their assets and secure their futures.

A new chapter for Stribling~Whalen Financial Group.We're excited to share some important news about our firm.After more ...
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

Join us in wishing Christa a very happy birthday!
10/20/2026

Join us in wishing Christa a very happy birthday!

Senior Strategist Doug Drabik explains why an interim change in a bond's market price doesn't necessarily change its pur...
10/05/2026

Senior Strategist Doug Drabik explains why an interim change in a bond's market price doesn't necessarily change its purpose. A statement reflects what a bond is worth today; an individual bond portfolio is built around the income, cash flow and principal it is designed to deliver over time.

raymondjames.com

Service Saturday! "Volunteering is at the very core of being a human.  No one has made it through life without someone e...
10/03/2026

Service Saturday!
"Volunteering is at the very core of being a human. No one has made it through life without someone else's help." – Heather French Henry

Today we are spotlighting the Grady Young Foundation.
"The mission of the Grady Young Foundation, Inc. is to provide spiritual and financial support to the communities of Gainesville-Hall County and other related communities, by enhancing the communities through scholarship, training and research programs, collaborative work, leadership training and community service, in an effort to contribute to the advancement of society.
General objectives: To provide scholarships, travel, and educational opportunities, and to promote community activities. The Foundation aspires to be a model to other families and organizations, in its performance, accountability, stewardship, and commitment to excellence.
As we embark on this challenge of building our communities, your assistance and support are appreciated."

Follow the link for the opportunity to volunteer at the Grady Young Foundation.

Check out our Website under Resources for a North Georgia based list of Volunteer Opportunities.

https://www.raymondjames.com/striblingwhalen/ https://www.raymondjamesconnect.com/aBtI0C

Investors have navigated a variety of challenges so far in 2026. Raymond James Chief Investment Officer Larry Adam exami...
10/02/2026

Investors have navigated a variety of challenges so far in 2026. Raymond James Chief Investment Officer Larry Adam examines the risks and opportunities that could shape the months ahead.

raymondjames.com

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond mar...
10/01/2026

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond market took center stage. Get the details in the latest market recap:

raymondjames.com

The S&P 500 index has largely grinded sideways for the last two months, weathering the impact of higher oil prices and i...
10/01/2026

The S&P 500 index has largely grinded sideways for the last two months, weathering the impact of higher oil prices and interest rates.

Read more in the Weekly Market Guide.

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Strategist Drew O'Neil examines the forces pushing Treasury yields higher and why today's elevated yields may present an...
09/28/2026

Strategist Drew O'Neil examines the forces pushing Treasury yields higher and why today's elevated yields may present an opportunity to lock in attractive income for longer.

raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
09/25/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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Address

620 Spring Street SE
Gainesville, GA
30501

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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