Learn a little bit about who we are
Whitmore Financial was founded by a dynamic husband-and-wife duo based in Iowa City, Iowa. They are deeply committed to helping families, individuals, and business owners achieve their financial goals. They offer personalized services in retirement planning, investment strategies, and wealth management. The couple is passionate about empowering clients with the knowledge and tools they need to make informed financial decisions.
Outside of their professional lives, the Whitmores are proud parents to two energetic children, Wesley and Charlie, and share their home with two lovable dogs, Jack and Ella. When they’re not working with clients, Sarah and Ian enjoy spending quality time together, whether exploring the outdoors, participating in family activities, or simply enjoying the close-knit community of Iowa City. Their family-oriented values and dedication to making a difference in the lives of others extend into everything they do, both in business and at home.