Your Fee-Only Financial Advisors in Doylestown, PA
Request a Complimentary Consultation
What’s included in a Complimentary Consultation?
We invest in you before you invest in us.
Here’s what we’ll address in our initial in-person meeting (1-1.5 hours):
✔ Deep dive into your needs and expectations.
✔ Description of our firm, what it means to be a fiduciary by law and culture, and explanation of fee-only financial planning and investment management.
✔ Initial risk assessment questionnaire and indicative initial asset allocation.
✔ How we invest and why we invest in that manner. What we will and will not do when we invest your funds.
✔ Our lifelong iterative wealth planning process and its benefits.
✔ Determining if we’re a good fit to work together.
✔ Inventory of documents needed to proceed and timetable to formulate the financial plan (approx. one week from the receipt of the requested documents).
Here’s what we’ll address in our planning meeting (2 to 2.5 hrs):
✔ Verification of the information you provided.
✔ Understanding your wants, needs, and wishes.
✔ Timelines for retirement, Social Security, and other retirement income streams, and estimation of the timing and funding required to meet your goals.
✔ Initial asset allocation based on your unique situation.
✔ Potential growth and risk of loss based on that proposed asset allocation strategy.
✔ Monte Carlo simulation to define potential long-term results and likelihood of success.
✔ If below a comfortable probability of success, we’ll revisit saving, spending, investment, and timing levers until they reach a more acceptable likelihood of success.
✔ Review your annual cash flow, highlighting sources and uses of income at key inflection points during your financial journey.
Retirement Planning Specialists
Doylestown Fee-Only Financial Advisors
We are fee-only financial advisors based in the heart of Bucks County, PA. Thomas Saunders manages the Doylestown office and provides investment management services to clients. Our team has over 150 years of combined experience and expertise in federal and Pennsylvania state laws affecting taxes, investing, wealth management, and wealth transfer.
At Winthrop Partners, our clients’ goals and objectives take precedence. We are a fiduciary by SEC statute. We are also fiduciaries by culture. As members of NAPFA and the Fee-Only Network, we adhere to additional fiduciary standards imposed by these organizations. This means we are ethically bound to act in each client’s best interest.
We firmly believe that wealth management services should be delivered with the utmost integrity, so we do not accept compensation from third parties for any of our services. Our core value of “We Invest In You Before You Invest With Us” forms the foundation of our culture and reflects our commitment to prioritizing our clients’ needs above all else.
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.