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Daniel Whittenburg

111 South Main

Salt Lake City, UT

84111

Phone:

Email:

Daniel Whittenburg is the Founder of Whittenburg Wealth Partners, a family-owned and operated financial and wealth preservation firm located in Salt Lake City, Utah. Dan and his team operate their practice with a serve first, serve last, serve always philosophy and value proposition.  In essence, Dan’s team creates order out of chaos for his clients.


Dan has been a trusted advisor for nearly 30 years, bringing a unique combination of practicality and creativity to the strategies and techniques he customizes to meet the needs of business owners, successful families and their ensuing generations. To Dan, financial and business success are only meaningful if they can be shared with those you value most. Through the firm’s motto of “powering financial ideals through generations”, he can uncover a realized and tangible value for his clients’ that combines thoughtful planning, realistic wealth management and diligent actions that impact everything from wealth preservation to successful business exit strategies.


Dan holds a BS in Finance and an MBA from the University of Utah.  Dan is a Certified Financial Planner™ PRACTITIONER® (CFP), an Accredited Investment Fiduciary (AIF), and a Certified Business Exit Consultant (CBEC).

Dan and his wife Teri are Co-Founders and Trustees of the Whittenburg Foundation, a charitable organization that places special emphasis on the needs of at-risk women and children.  They have two grown children who are both happily married and are proud grandparents to three grandchildren.  Dan serves as the Treasurer of Young Presidents Organization Gold Utah Chapter.   In his spare time Dan enjoys glass fusing, rocketry, vintage model boat building, golf and biking.

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Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​

Info@stratoswp.com

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY.

*On Sept. 13, 2024, Stratos Wealth Partners, Ltd. placed 22nd on the list for the year 2024. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

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