Home
WINTHROP PARTNERS IS A FEE-ONLY FINANCIAL ADVISOR WITH OFFICES IN BUFFALO, DOYLESTOWN, PITTSBURGH, AND MIAMI.
We take pride in being fully vested in our clients’ best interests, understanding their needs, and tailoring a plan that aligns with their financial goals.
Client Reviews
We’re so grateful to have our clients’ trust and be able to help them reach their goals. Here’s what our clients say about us.
These are testimonials provided by current clients of the Advisor. No cash or non-cash compensation was provided in exchange for the testimonials. However, each testimonial is strictly the viewpoint of the current client’s experience and is not reflective of any other client’s experience. The existence of a testimonial provided by the current client is not a guarantee of the client’s experience with the Advisor in the future. The current client is not affiliated or related to the Advisor or any of its personnel in any manner. For more information, please see the Advisor’s other disclosure documents, including its Form ADV Part 2A and Part 3-CRS.
Services
What is a fee-only financial advisor?
Winthrop Partners is a fee-only financial advisory firm. That means that we charge a flat fee for our services, and we receive no other compensation from anyone other than the client. This dynamic avoids conflicts of interest since we receive no incentives to invest your money with securities that won’t help you meet your goals.
What is a fiduciary?
Winthrop Partners is also a fiduciary, meaning we hold a legal and moral responsibility to ensure we have our client’s best interest in mind. The Securities and Exchange Commission (SEC) requires this of all Registered Investment Advisors, like Winthrop Partners. Private bankers, brokers, bank wealth advisors and insurance agents are not required to be fiduciaries. This distinction is important to recognize when it concerns who you hire to invest your money.
Experienced Financial Planners with a focus on the client
The Winthrop Partners team is made up of licensed professionals with 150+ years of combined experience in financial planning. We are high-touch, focus on open communication, and create financial plans customized to each client.
The Winthrop Partners Difference
Individual investments and markets fluctuate over time. As professionals, our job is to enable you to make informed financial decisions using the full complement of resources at our disposal. This process provides a framework for making decisions collaboratively and monitoring the outcome of those decisions over time. Each step involves interaction between our team, the client and outside professionals if needed.
Empathy
We take the time to actively listen and ask the right questions. By understanding your unique situation and financial goals, we develop a customized and comprehensive portfolio.
Fiduciary
Our clients are our priority. We negotiate for you, ensuring that your best interests remain at the forefront every time.
Experience
Though we hold 150 years of combined experience, our progressive mindset keeps our eyes fixed on the future.
Fee-Only
We receive one clearly aligned fee, with no commission or third party fees influencing our recommendations.
Execution
We hold the experience, and resources necessary to manage important decisions impacting your portfolio, ensuring transparency and clear communication every step of the way.
Locations
NEWS & Blog
Visit our blog to gather insights on the latest market news, trends, and financial strategies.
