Consulting & Advisory

Whitley Penn develops strategies for clients from small businesses to large corporations throughout the US and globally.  Our team of professionals will actively work with you to build a relationship that drives your business forward. We take the time to understand your goals, the unique challenges you and your business face, and to strategize how we can plan for the future. The industry experiences our people have, coupled with the international network we are members of, allows us to provide service expected from an international firm while having the feel of a local business partner.

  • Client Accounting & Advisory Services
  • Employee benefit plan compliance & consulting
  • Federal income tax planning, consulting & compliance
  • Fund administration
  • General business consulting
  • Mineral & asset management consulting
  • Nonprofit compliance & consulting
  • Oil & gas consulting
  • Strategic management consulting

Meet the Team

Nathen McEown

Partner-in-Charge of Consulting

We look forward to
working together

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