Company founded
2015
Number of employees
8
Description
Winthrop Partners is an independent, fee-only Registered Investment Advisor (RIA) offering fiduciary financial planning and wealth management in Pittsburgh, Doylestown (Philadelphia area), and Buffalo.
Our advisors specialize in investment management, retirement planning, and comprehensive financial planning, always putting your interests first.
The Winthrop team includes credentialed professionals holding CFP®, CFA®, ChFC®, and FPQP® designations.
We proudly serve individuals, families, business owners, doctors, and medical professionals across the country who seek transparent, objective financial advice from a trusted fiduciary.
Fact sheet
Company contacts
- Thomas Saunders
- Owner
Products & services
Similar companies nearby
-
Blbb
Distance: 10.8 Mi516 N Bethlehem Pike
19002 Ambler -
CBC Settlement Funding
Distance: 18.3 Mi181 Washington Street, #375
19428 Conshohocken -
Flipse
Distance: 24.6 Mi1010 Race St Apt 7E
19107 Philadelphia -
Malvern Capital Management
Distance: 27.2 Mi5 Great Valley Parkway, Suite 312
19355 Malvern -
Griffin Financial Group LLC
Distance: 42.0 MiPO Box 1497
19603 Reading