About Whitmore

An independent firm built on straight answers.

Founded in 2011, Whitmore brings accounting, tax and wealth advice under one roof, so our clients never have to be the go-between for their own finances.

Independent by design

We are fee-only and owned by our partners. No commissions, no product quotas, no conflicts.

Senior people, always

Every client works directly with a credentialed partner or director who knows their full picture.

Plain-English advice

We explain the why behind every recommendation, so you can make decisions with confidence.

Our advisors

The people behind the numbers.

Portrait of Eleanor Whitmore, Founding Partner, CPA

Eleanor Whitmore

Founding Partner, CPA

Eleanor founded Whitmore after fifteen years leading tax and advisory teams at global firms. She works with founders and families on the decisions that shape the next decade — exits, succession and long-term wealth.

Portrait of James Okafor, Partner, Wealth Management

James Okafor

Partner, Wealth Management

James leads our wealth practice, building evidence-based portfolios and retirement plans for professionals and business owners. He is a CFP® professional and a former portfolio manager.

Portrait of Sofia Lindqvist, Director, Tax Strategy

Sofia Lindqvist

Director, Tax Strategy

Sofia specialises in cross-border and business tax planning. She helps clients structure entities, compensation and investments so that more of every dollar stays working for them.

Portrait of Daniel Reyes, Head of Fractional CFO

Daniel Reyes

Head of Fractional CFO

Daniel partners with growing companies as an embedded finance leader — forecasting, fundraising readiness and board reporting that gives founders clarity on where the business is heading.

Portrait of Amara Chen, Senior Manager, Accounting

Amara Chen

Senior Manager, Accounting

Amara runs our accounting and bookkeeping team. She obsesses over clean books, fast month-end closes and reporting that owners actually read.

Ready for a clearer financial picture?

Book a free 30-minute call with a senior advisor.

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