Edgar F. Whitmore III, CLU^®, ChFC^®, CFBS

Edgar “Whit” Whitmore is a Partner at Lenox Advisors, bringing over 32 years of financial services experience to each relationship.  As co‑leader of the Whitmore Edwards Group, Whit is part of a highly coordinated advisory team backed by dedicated support professionals. Together, they deliver a unified, client‑focused approach designed to provide clarity and confidence. The team advises clients in the areas of executive and employer benefits, wealth management, and estate planning.

Prior to joining Lenox, Whit was the Founding Partner of TAG Financial and Insurance Services, LLC in Los Angeles. Whit currently holds the Series 6, 7, 63 and 66 and the California Life Insurance License. His professional designations include Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Family Business Specialist (CFBS). He received his Bachelor of Science in Economics and Political Science from the University of the Pacific.

Whit is an avid golfer and fly fisherman. Whit has memberships at Sherwood Country Club in Thousand Oaks, The Jonathan Club in Los Angeles and Calabasas Country Club in Calabasas. He is married to Amy and they have three sons; Whitter, Holden and Dashel.

View the full Whitmore Edwards advisory team and the resources behind our client experience.