The terrain of financial planning is complicated. A great compass will show you the easiest path to financial security.

Retirement. Investments. Insurance. Taxes. Estate Planning. Budgeting. It all needs to work in tandem if you want a financial plan that’s resilient and maximized for value.

But the most important quality of a financial plan is that it’s designed to meet your vision of the future.

At Winthrop Partners, we customize a financial plan that meets your needs and your vision. You always maintain full access and full control. We are the compass in your pocket as you navigate the road of financial planning.


Financial Planning 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.



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.



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. 



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. 


Financial Planning FAQ

▼ 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.

▼ What are Winthrop Partners’ fees?

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.

▼ What are Winthrop Partners’ licenses and certifications?

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.

▼ What are the benefits of working with a fee-only advisor?

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.

▼ How often will we meet to discuss the health of my portfolio?

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.

▼ How often will you provide a report of my portfolio?

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

▼ How can I access my retirement 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.

▼ Where are your offices?

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

▼ How can I set-up a consultation?

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.

Ready to find out more?

Set up a free consultation to learn about our financial planning services and the first steps toward long-term financial well-being.

Contact Us