Protecting You is Our Business

We are a company of Risk Managers dedicated to guiding our clients towards the right products and carriers to meet their needs. Our desire is to become a trusted advisor by always looking out for their best interests and providing service that goes above and beyond expectation.
Our logo was created to reflect the layers of the Financial Planning Pyramid. Here at Whelan and Associates, we believe that a good financial plan must be built upon a solid foundation that enables you to reach your goals even in the face of life’s uncertainties.

Click or tap the segments on the pyramid below to learn more.

Wealth Foundation

Wealth Accumulation

Wealth Preservation

Wealth Distribution


We offer policies to protect you during all stages of life. As an independent insurance brokerage, we have access to many different insurance solutions and aren’t limited by one company’s offerings or policies.

Auto Insurance

Home Insurance

Life Insurance

Business Insurance

Renters' Insurance

Umbrella Insurance

Workers' Compensation

Supplemental Health Insurance

Connect with an Agent Today

Our team strives to create lasting relationships with our clients, not just transactions.

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It’s wise to review your coverage levels and amounts regularly. You never know what you might be missing! We’ll review your situation and give you honest advice.