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Timothy L. Whetro, CFP

Timothy L. Whetro, CFP®

Investment Advisory Representative
Certified Financial Planner

For nearly 35 years, Whetro Advisors founder Tim Whetro has been applying his passion for people to his career as a financial advisor. His experience as an agent brought about an epiphany: Most financial products limit the client due to being too small and as a result, doesn’t maximize on their potential they seek. This led to him starting his own independent license where he could educate clients while helping create them create the financial future they seek.

Tim was born and raised in Northwest Ohio. His love of the Greater Toledo area made it the best possible home for Whetro Advisors. Tim’s commitment to the people of Northwest Ohio isn’t just found in servicing his clients…it can be seen in his activity in the community. His passion for people applies to his expertise, building a relationship between financial planner and client that they can rely on because Tim is truly “one of them”.

If you’re at the starting line of the Glass City Marathon or perhaps in between shots on the course and you see a familiar face next to you, that’s Tim Whetro. He’s an avid runner, triathlete, and golfer. Commitment and passion carry over into all aspects of his life. He and his team are excited to help you. 

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4169 Holland-Sylvania Road
Suite 103
Toledo, Ohio 43623

419.824.3300

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Affiliated with Capital Investment Advisory Services, LLC. Securities offered through Capital Investment Group, Inc., Member FINRA & SIPC. 100 E. Six Forks Road, Ste. 200, Raleigh, NC 27609, (919) 831-2370

*PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving our web site and assume total responsibility and risk for your use of the sites to which you are linking”.

“Information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. It is given for informational purposes only and is not a solicitation to buy or sell the securities mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be considered as advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, advice or other content”.

FIDUCIARY DUTY:  An investment adviser’s fiduciary duty under the Advisers Act comprises a duty of care and a duty of loyalty.  This means the adviser must, at all times, serve the best interest of its client and not subordinate its client’s interest to its own. This combination of care and loyalty obligations has been characterized as requiring the investment adviser to act in the “best interest” of its client at all times. An adviser’s fiduciary duty is imposed under the Advisers Act in recognition of the nature of the relationship between an adviser and its client—a relationship of trust and confidence.

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