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Winthrop Partners

Winthrop Partners

Fiduciary Financial Advisor & Wealth Management

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FEE-ONLY FINANCIAL ADVISORS

WE INVEST IN YOU BEFORE YOU INVEST IN US.

GET A COMPREHENSIVE FINANCIAL PLAN BEFORE YOU PAY DOLLAR 1.

See our Investment Services

 

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

Another happy client

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

 

FINANCIAL
PLANNING OVERVIEW

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RETIREMENT
PLANNING

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INVESTMENT
MANAGEMENT

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TRANSITIONING
ADVISORS

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“We have confidence in this firm’s honesty, integrity, and knowledge to stay the course managing our financial plan through market ups and downs.”

“Winthrop Partners has been my family’s financial advisor for many years now. We have confidence in this firm’s honesty, integrity, and knowledge to stay the course managing our financial plan through market ups and downs. A key reason for selecting Winthrop Partners was that they are fiduciaries and do not sell us any products or make any commissions. Based on their demonstrated performance and integrity, we will assuredly continue to trust them with our retirement.”

– Craig Holden

This is a testimonial provided by a current client of the Advisor. No cash or non-cash compensation was provided in exchange for the testimonial. However, the 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.

 

 

“We have confidence in this firm’s honesty, integrity, and knowledge to stay the course managing our financial plan through market ups and downs.”

“Winthrop Partners has been my family’s financial advisor for many years now. We have confidence in this firm’s honesty, integrity, and knowledge to stay the course managing our financial plan through market ups and downs. A key reason for selecting Winthrop Partners was that they are fiduciaries and do not sell us any products or make any commissions. Based on their demonstrated performance and integrity, we will assuredly continue to trust them with our retirement.”

– Craig Holden

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.

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Our Process

 

 

 

 

1. Understand 

The key to building a comprehensive plan is understanding our clients, their financial circumstances, their risk profiles, and their financial goals. We ask the right questions and actively listen to gain an extensive understanding of your needs.

 

2. DESIGN

Using financial models, information gathered from the first meeting, and additional financial documents, we develop a plan. We present a personalized and dynamic plan tailored to your unique situation and goals.

 

3. IMPLEMENT

Once approved, we begin the implementation process by transferring and consolidating all your assets under one umbrella. We review key issues and use extensive resources available through Raymond James to set up your account for third-party custodial monitoring. 

 

4. MONITOR

As a fiduciary, it’s our responsibility to construct, implement, monitor, and review your portfolio on a regular basis to ensure your investments align with your goals and objectives. 

 

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.

Meet our Team

“Winthrop’s team provides unparalleled ongoing support and financial advisory services.”

“I have referred several successful close friends and business associates to Winthrop over recent years, most of whom chose to become clients. Winthrop’s team provides unparalleled ongoing support and financial advisory services. Very professional and exceptionally well-informed.”

– Paul Soult

 

This is a testimonial provided by a current client of the Advisor. No cash or non-cash compensation was provided in exchange for the testimonial. However, the 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.

 

 

“Winthrop’s team provides unparalleled ongoing support and financial advisory services.”

“I have referred several successful close friends and business associates to Winthrop over recent years, most of whom chose to become clients. Winthrop’s team provides unparalleled ongoing support and financial advisory services. Very professional and exceptionally well-informed.”

– Paul Soult

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

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

Fiduciary

Our clients are our priority. We negotiate for you, ensuring that your best interests remain at the forefront every time.

Experience

Experience

Though we hold 150 years of combined experience, our progressive mindset keeps our eyes fixed on the future.

Fee-Only

Fee-Only

We receive one clearly aligned fee, with no commission or third party fees influencing our recommendations.

Execution

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

 

 

Doylestown, PA

Doylestown, PA

Winthrop Partners
100 Mechanics Street, 1st Fl
Doylestown, PA 18901

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Buffalo, NY

Buffalo, NY

Winthrop Partners
295 Main Street, Suite 840
Buffalo, NY 14203

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Pittsburgh, PA  (Pittsburgh East)

Pittsburgh, PA (Pittsburgh East)

Winthrop Partners
101 East Swissvale Avenue
Pittsburgh, PA 15218

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Pittsburgh, PA (Downtown)

Pittsburgh, PA (Downtown)

Winthrop Partners
960 Penn Avenue, Suite 1001
Pittsburgh, PA 15222

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Miami, FL

Miami, FL

Winthrop Partners
8200 NW 41st St., Suite 318
Doral, FL 33166

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NEWS & Blog

 

 

Visit our blog to gather insights on the latest market news, trends, and financial strategies.

 

Special Update: What Better U.S.-China Trade Relations Mean for Your Investments

Special Update: What Better U.S.-China Trade Relations Mean for Your Investments

Written by Tom Saunders on May 13, 2025. Posted in Our Blog

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April 2025 Market Review: Navigating Through Historic Volatility

Written by Tom Saunders on May 6, 2025. Posted in Our Blog

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Consumer Debt Trends: Navigating Financial Disparities in a Divided Economy

Consumer Debt Trends: Navigating Financial Disparities in a Divided Economy

Written by Ryan Carney, CFP® on April 29, 2025. Posted in Our Blog

Read more

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Winthrop Partners Doylestown
Winthrop Partners Pittsburgh
Winthrop Partners Buffalo
Winthrop Partners Miami
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