WealthTrak

At our firm, we have the client—and only the client—in mind.

Established to provide comprehensive wealth management as well as extensive retirement planning services for clients, WealthTrak Advisors is a wealth management firm located in Virginia Beach, Virginia. Our firm (formerly First Financial Planners) was established in 1991 in Norfolk, VA (Dominion Towers). For over three decades, the advisors at WealthTrak have created a community of exceptional clients with strong values and a passion for the important things in life.

As an independent firm, we can be openly selective in offering only those investments and services that we believe are best suited to help meet your financial objectives and goals. This is the objectivity afforded by working with an independent wealth advisor. We offer you timely investment advice and promise to do so with the highest level of integrity and service.

R. Chris Whited, PFP, RFC® - Founding Partner

Managing Partner | Wealth Advisor

As the Managing Partner of WealthTrak, Mr. Whited collaborates with the executive team to plan the firm's strategic direction. In addition, as a Wealth Advisor, he works diligently to be at the forefront of innovative planning solutions...

Tracy W. Whited, PFP, RFC® - Founding Partner

Chief Investment Officer | Wealth Advisor

Tracy has been an advisor in the Hampton Roads area for the past thirty years, offering sophisticated wealth strategies. He is the co-founder of WealthTrak Capital...

Benjamin N. Hawkins, CPA, CFP®

Senior Partner | Wealth Advisor

Ben is a CPA and a CFP® professional. Mr. Hawkins is a Senior Partner at WealthTrak and the owner of Ben Hawkins CPA, PC. With his combined knowledge of both tax and financial planning, Mr. Hawkins is in a unique position to offer...

Holly M. Rice, ChFC®

Director of Firm Operations | Associate Wealth Advisor

Holly has been a member of our WealthTrak team since 2013. As Director of Firm Operations, she works closely with the executive team of WealthTrak to ensure a consistently high level of excellence...

Ryan W. Whited, CFA

Director of Portfolio Management

Ryan has been working behind the scenes to ensure an exceptional client experience since 2014. In addition to implementing and maintaining advisory operations, Ryan executes all discretionary trades and brings a unique data-driven...

Amanda Bowen

Client Service Associate

Amanda has been a member of the WealthTrak team since 2021. Amanda focuses on the importance of communication and connection between our financial team and their notable group of clients....

Marisa Rice

Client Relations Coordinator

Marisa has been an integral part of the WealthTrak team since 2025. As the welcoming face that greets clients each day, Marisa plays a crucial role in ensuring every interaction is both personal and professional. With a solid...

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.