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YOUR FINANCIAL FUTURE BEGINS TODAY.

FINANCIAL PLANNING

What are your unique financial values and goals?
How are you protecting your goals? How much should you save?

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GROWING YOUR BUSINESS IS OUR BUSINESS.

BUSINESS PLANNING

What is the plan for your business? Your business is your greatest financial asset.

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HOW DO YOU DEFINE WEALTH?

WEALTH MANAGEMENT

Wealth is more than money. Wealth provides means for your life's dreams and goals.

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Define your goals. Design your plan. Achieve financial confidence.

Financial Planning

Most have goals, few have plans

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Business Planning

Growing your business is our business.

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Wealth Management

Planning for your future should include investing in your future.

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Why Choose Insight Alliance

Why Choose Insight Alliance

Our Professionals
Our greatest strength is our financial professionals.

Our Planning Process
Our unique process is designed to organize, educate, empower clients to make optimal financial decisions.

Our Alliances

Our Team

Chris Whitman, CEO, MBA, ChFC® CExP™ CEPA®

CEO, MBA, ChFC® CExP™ CEPA®

850-346-2806

Chris_Whitman@InsightAlliance.com

Chris Whitman is the CEO and co-founder of Insight Alliance. Chris is a seasoned financial advisor serving families and business owners. He is an industry leader in financial consulting and planning. His primary focus is on...

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David Walker

CRPC® CEPA®

(615)902-3643

David_Walker@InsightAlliance.com

David joined Insight Alliance in March of 2013 after spending the previous two years with Merrill Lynch in Nashville. He heads the dentist/physician services division of the practice. David enjoys working with a diverse group of...

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Randy Whitman

CHFC®, CFP®

(615)902-3646

Randy_Whitman@InsightAlliance.com

Randy Whitman is the COO and co-founder of Insight Alliance. Randy is a native of Nashville graduating from Hume-Fogg High School and graduate of Harding University. Randy uses his unique relational skills to uncover what his clients...

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