Tag: Fiduciary

An illustration of a businessman standing at a crossroad fork looking up at a signpost pointing left toward "option 1" and right toward "option 2," representing a high-net-worth investor evaluating fee-based vs fee-only fiduciary advisor structures.

Fee-Only vs Fee-Based Advisors: What’s the Difference?

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Green road sign welcoming visitors to Doylestown, Pennsylvania, draped with an American flag against a sunset sky, representing regional wealth management and financial planning.

How Do You Find a Fiduciary with CPA Support in Doylestown?

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About

Winthrop Partners is a fee-only fiduciary wealth management firm serving clients in Doylestown, PA; Pittsburgh, PA; Orchard Park, NY; and Miami, FL. Our team of CFA®, CFP®, and ChFC® professionals provides financial planning, investment management, retirement income strategies, and estate planning guidance. We focus on aligning your investments, taxes, and long-term goals through a personalized, planning-first approach.

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