A complete list of active advisors currently associated with Paul Winkler, Inc.

Warmer can help you find a great advisor at Paul Winkler, Inc. or one who fits your needs even better.

The firm provides investment advisory, financial planning, and retirement plan consulting to individuals, high-net-worth clients, families, business owners and corporate clients. In addition to one-on-one planning and portfolio management referrals, it offers public investor education through workshops, a subscription coaching program, online courses, and the sale of authored books and educational content. The firm’s investment work is tailored to client-specific goals, risk tolerance and time horizon and draws on modern portfolio theory, multi-factor analysis and an efficient market perspective. For implementation it generally recommends and co-advises with third‑party asset managers; the firm reports essentially all regulatory assets as non‑discretionary (about $1.275 billion non‑discretionary and $0 discretionary as of December 31, 2025) while third‑party managers perform discretionary trading under separate agreements. Noteworthy differences from many peers include the firm’s direct sale of other financial products (books, paid courses and a subscription offering) and its active use of public media and workshops to generate prospective clients. The brochure discloses prior regulatory consent matters—self‑reported proceedings and payments resolving inadvertent registration thresholds in two states—and also notes the owner receives separate income from book sales and unrelated professional work (not offered through the firm).

To learn more about the advisors currently working at Paul Winkler, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.