"Try to use a planner whose self-interest is aligned exlusively with your own ...
Consumer Reports continues to believe that fee-only planners remain your best option."

Fee-Only Comprehensive Financial Planning

Fee-Only refers to the way in which Versailles Financial, LLC is compensated for its services. Instead of “selling” expensive investment products that pay high sales commissions, we accept no compensation other than a reasonable fee charged to our clients. We charge this fee to be able to provide unbiased and well-researched advice, which will guide each unique client through life’s many financial challenges.

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Our Services

About Us

Don Whalen is the founder of Versailles Financial. A wealth advisor and CFO to his clients, Don works as a fiduciary, putting his clients’ interests ahead of any consideration for personal compensation. Don’s goal is to simplify his clients’ lives and give them more confidence about their financial future. This requires getting to know his clients, their goals, their fears, and the needs of their loved ones.

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Don Whalen is the founder of Versailles Financial. A wealth advisor and CFO to his clients, Don works as a fiduciary, putting his clients’ interests ahead of any consideration for personal compensation. Don’s goal is to simplify his clients’ lives and give them more confidence about their financial future. This requires getting to know his clients, their goals, their fears, and the needs of their loved ones.

Read More