REQUEST A COMPLIMENTARY CONSULTATION

Schedule your COMPLIMENTARY consultation with one of our fee-only investment advisors. We will create a custom, all-inclusive investment plan based on your financial goals and personal desires.

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Your best interests, always.

We listen and learn about your unique needs.

Advanced certifications and 150+ years of practice.

No commissions or kickbacks.

Your best interests, always.

We listen and learn about your unique needs.

Advanced certifications and 150+ years of practice.

No commissions or kickbacks.

credentials:

Contact us to schedule a free consultation

Preferred by 10k+ Nursing Students

Fiduciary Advisors Put Your Needs First

Serving Doylestown and Bucks County

Our Doylestown office provides clients from Bucks County and the surrounding areas comprehensive, fee-only financial planning services designed to simplify your finances and help you reach your goals. From investment strategies to retirement planning, Winthrop Partners brings clarity and confidence to your financial life.

“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

Venture Capitalist

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Rated 4.9/5 By Happy Customers

Fiduciary Advisors Put Your Needs First

Serving Doylestown and Bucks County

Our Doylestown office provides clients from Bucks County and the surrounding areas comprehensive, fee-only financial planning services designed to simplify your finances and help you reach your goals. From investment strategies to retirement planning, Winthrop Partners brings clarity and confidence to your financial life.

“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

Venture Capitalist

Contact us to schedule a free consultation

3 Simple Steps To financial freedom

The retirement you’ve worked a lifetime for won’t happen by accident. Take the next steps to turn uncertainty into clarity and create the freedom to live the retirement you’ve imagined.

1

Clarify Your Retirement Vision

  • Define your lifestyle goals: travel, downsizing, gifting, or working part-time
  • Estimate your future income needs with inflation and healthcare in mind

2

Organize and Optimize Your Resources

  • Consolidate accounts and evaluate your portfolio’s risk
  • Maximize Social Security and assess tax-saving strategies

3

Build a Retirement Income Plan

  • Create a withdrawal strategy to make your savings last
  • Coordinate income sources—401(k), IRA, pensions, annuities—efficiently
Schedule a consultation

Rated 4.9/5 By Happy Customers

Retirement Planning Specialists

Fee-Only Financial Advisors

Schedule a consultation

Rated 4.9/5 By Happy Customers

OUR PROCESS

Step 01

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.

Step 02

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.

Step 03

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.

Step 04

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.

Rated 4.9/5 By Happy Customers

The Fee-Only Fiduciary Difference

Fee-only fiduciary financial planners receive compensation solely from the fees clients pay for their services. They do not earn commissions for recommending certain products. Fee-only fiduciaries are obligated to provide advice that is in the best interest of the client. We choose to act as fee-only fiduciaries because we believe it is the ideal business model for serving clients, as it helps ensure our interests are aligned with yours.

Fee-Only

No commissions or kickbacks.

Fiduciary

Your best interests, always.

Empathy

We listen and learn about your unique needs.

Experience

Advanced certifications and 150+ years of practice.

Execution

No commissions or kickbacks.

Rated 4.9/5 By Happy Customers

What’s included in a Complimentary Consultation?

We invest in you before you invest in us.

initial 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).
Schedule a consultation

indepth 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.
Schedule a consultation

Rated 4.9/5 By Happy Customers

What Our Client Are Saying

Testimonials

Rated 4.9/5 By Happy Customers

How May We Help You?

We provide comprehensive wealth management services to a wide variety of clients! Here are some ways we can help you.

Financial Planning
Retirement Planning
Investment Management
Business Owners
Doctors
Union Steelworkers

Frequently Asked Questions

Questions? We’ve got you covered

What is the minimum value of assets required to work with Winthrop Partners?

Generally, Winthrop Partners is ideal for individuals and families who have a minimum of $250,000.00 in investable assets.Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer in lectus eu mauris varius feugiat in vitae felis. Vivamus tempus vestibulum nulla. Maecenas dapibus nisl eu neque feugiat, vel fermentum mi consequat.

Generally, we charge a fixed fee of 1% of AUM for our planning and Investment Management services. This fee may be reduced for accounts with large amounts of assets under management. For Investment Planning Services, we also offer a subscription fee for accounts that do not meet our minimums.

Winthrop Partners team members are Series 65 licensed or are Certified Public Accountants,Chartered Financial Analysts (CFA), Certified Financial Planners (CFP). The firm is a member of NAPFA, The Fee-Only Network, National Association of Estate Planners and Councils and the MD Preferred Network.

We are staffed with MBAs, CPAs, CFAs, ChFCs, CFPs and licensed individuals that together create a full-service wealth management and financial planning firm that satisfies the diverse needs of all our clients.

The benefits of having a fee-only advisor includes transparency, no hidden charges, and no undisclosed conflicts of interest to sell a certain product line or company offering. We receive no incentives from third parties to entice us. Fee-Only advisors only work on behalf of their clients.

We are available to meet with you as frequently as you desire! In the early stages of the relationship when a higher degree of financial planning may be involved, weekly or monthly meetings might be appropriate. When issues or changes in circumstances arise, we are there to help you assess the impact of these changes on your goals and to make any changes to your financial plan to keep you on track to achieving your goals. Once the relationship is established, most clients elect an informal quarterly telephonic update with a formal annual review.

We provide annual reports of a client’s portfolio, but are available anytime upon request. Our custodian provides monthly portfolio reports.

Clients have online access through our custodian, Raymond James’s online portal, and can retrieve real-time investment holding reports and retirement plans at any time.

We have locations in Doylestown, PA; Pittsburgh, PA; Buffalo, NY; and Miami, FL.

 

Our Offices

Eastern Pennsylvania

Winthrop Partners

100 Mechanics Street, 1st Fl

Doylestown, PA 18901

Western Pennsylvania

Winthrop Partners

101 E. Swissvale Avenue

Pittsburgh, PA 15218

Winthrop Partners

100 First Avenue, Suite 1010

Pittsburgh, PA 15222

Western New York

Winthrop Partners

295 Main Street, Suite 840

Buffalo, NY 14203

Southern Florida

Winthrop Partners

8200 NW 41st St, STE 318

Doral, FL 33166

Schedule your complimentary consultation with one of our fee-only investment advisors. We will create a custom retirement plan based on your financial goals and personal desires.

Locations

See where our offices are located

Our Doylestown Office

From our Doylestown office, we serve clients throughout Bucks County and the Philadelphia metro area including Buckingham Township, Chalfont, Churchville, Fox Chapel, Lower Makefield, Upper Makefield, Milford Square, Murrysville, New Britain, New Hope, Newtown,  Oakland, Orchard Park, Plumsteadville, Richboro, Solebury, Spinnerstown, Warrington, Warwick, Williamsville, Woodbourne, Woodside, and Wrightstown.

Buffalo, NY

  • 295 Main Street, Suite 840 Buffalo, NY 14203
  • +1 267-454-7551
  • thomas.saunders@winthroppartners.com

Winthrop Partners is a fee-only financial advisor located in the historic Ellicott Square building in Downtown Buffalo. Ryan Carney CFP® manages the office and provides Buffalo-based investment management services to our clients. Ryan and his team possess specialty knowledge pertaining to New York state laws that affect taxes, investing, and wealth management and transfer.

Our East Pittsburgh Office

From our Doylestown office, we serve clients throughout Bucks County and the Philadelphia metro area including Buckingham Township, Chalfont, Churchville, Fox Chapel, Lower Makefield, Upper Makefield, Milford Square, Murrysville, New Britain, New Hope, Newtown,  Oakland, Orchard Park, Plumsteadville, Richboro, Solebury, Spinnerstown, Warrington, Warwick, Williamsville, Woodbourne, Woodside, and Wrightstown.

Our Downtown Pittsburgh Office

From our office in the heart of Downtown Pittsburgh, we serve clients throughout the City of Pittsburgh and the Metropolitan Area including: Downtown, North Shore, Uptown, Hill District, Strip District, South Shore, Lawrenceville, Troy Hill, Millvale, Fineview, Bellevue, Avalon, Ben Avon, Westview, Duncan Manor, Sheraden, Windgap, Thornburg, Rosslyn Farms, Pennsbury Village, Carnegie, Banksville, Mt. Oliver, South Side Slopes, and Mt. Washington.

MiAMI, FL

  • 8200 NW 41st St., Suite 318 Doral, Florida 33166
  • (267) 454-7552
  • thomas.saunders@winthroppartners.com

Winthrop Partners is a fee-only financial advisor located in the Doral neighborhood of Miami, Florida. We are located just off the Palmetto Expressway, and can meet in-person at our office, or virtually. We work with year-round Miami residents and snowbird clients. The Winthrop team provides independent, conflict-free financial planning and investment services, and we possess specialty knowledge pertaining to Florida state laws that affect taxes, investing, and wealth management and transfer.

Your best interests, always.

We listen and learn about your unique needs.

Advanced certifications and 150+ years of practice.

No commissions or kickbacks.

Your best interests, always.

We listen and learn about your unique needs.

Advanced certifications and 150+ years of practice.

No commissions or kickbacks.