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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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

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.