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Our Mission

Our Mission: "We strive to integrate technology and provide professional advice to help clients develop financial goals that will help them work toward their long-term needs."

Weekly Market Commentary

Stay up-to-date on the markets, the changes taking place and LPL Research's view of the effects of those changes. 

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Market Insight Quarterly

The Market Insight Quarterly provides you with LPL Financial Research's views of the ever changing economy over the past quarter. 

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Monthly Portfolio Compass

The Portfolio Compass provides a snapshot of
LPL Financial Research’s views on equity, equity sectors, xed income, and alternative asset classes. 

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Macro. Market. Movers.

LPL Research provides daily commentary and breaking news updates on market-moving and economic events through the Macro Market Movers blog.

LPL Research

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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.

Stay Up-To-Date

We want you to know we are client focused. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

NEW! Guided Wealth Portfolios

NEW! Guided Wealth Portfolios

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. 

Guided Wealth Portfolio Brochure

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Our Vision

Our Vision: "To create a firm whose services help clients, their family and friends through financial education, technology, and research by forming strategic partnerships."


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Justin K. Whitsell

Financial Advisor

(916) 538-9997

(916) 677-1554

justin@whitsellwealth.com

Justin K. Whitsell founded Whitsell Financial Partners, LLC a comprehensive wealth management firm based in Roseville, CA in 2011. Justin graduated from California State University, Chico with a Bachelors of Science degree in Business...
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Melissa Whitsell

Admin. Assistant

(916) 538-9997

(916) 677-1554

melissa@whitsellwealth.com

Melissa is an Administrative Assistant for Whitsell Financial Partners, LLC in charge of client on-boarding, marketing and general client and office support. She has been an integral part of the office since 2013. Originally from...
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