Updated October 02, 2023
Avatar

Winthrop Partners

Investment Advisor Firm
Total assets under management$133M
Years in business9+

About Winthrop Partners

Winthrop Partners, a fee-only financial advisor with offices in Buffalo, Doylestown, Pittsburgh, and Miami, takes pride in its unwavering commitment to clients' best interests. With a team of experienced financial planners boasting a collective 150+ years of expertise, Winthrop Partners prioritizes open communication and tailored financial plans.

Understanding that every client's comfort zone lies at the intersection of risk and return, the firm employs sophisticated methodologies, including behavioral finance techniques, to determine and minimize the risks necessary to achieve financial goals. They stand by clients throughout plan implementation, adapting as personal and economic circumstances evolve.

What sets Winthrop Partners apart is its dedication to personal service. Unlike impersonal mega-firms, their professionals are available 24/7, providing direct contact information for immediate assistance. They emphasize real, experienced representatives who genuinely care about clients' success, steering clear of gimmicks and impersonal interactions.

Winthrop Partners offers flexible meeting schedules, from frequent early-stage consultations to quarterly updates and annual reviews. Life's unpredictability is acknowledged, and the firm's adaptable planning process can accommodate any changes, protecting clients from unforeseen events.

The Winthrop Difference lies in their transparent approach, offering prospective clients valuable insights and assessments upfront at no cost or obligation. With a focus on prudent investment advice and practical financial planning, they serve clients across various life stages, from young professionals to retirees.

While the financial world may change, Winthrop Partners' unwavering principles endure. They prioritize consistent returns that align with long-term financial goals and unwaveringly place clients' best interests at the forefront of every decision. Winthrop Partners allows you to focus on what you enjoy while they manage your finances with expertise and care.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Investment Management

More about Winthrop Partners

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
2821004

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Winthrop Partners.

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Winthrop Partners.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Are you a financial advisor?Join us

The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.

Nothing in our service involves an offer to buy or sell any security or interest. If you choose to work with a registered financial advisor that we match you with, any investment advice they provide is offered entirely by them, without input from us. All investing involves risk, including loss of principal. Working with an advisor may come with potential downsides such as payment of fees (which may reduce returns). There are no guarantees that working with an advisor will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

© 2024 FinanceHQ