A complete list of active advisors currently associated with Philip M. Watson, Financial Advisor

Warmer can help you find a great advisor at Philip M. Watson, Financial Advisor or one who fits your needs even better.

Philip M. Watson Financial Advisors serves middle‑income individuals and families with holistic financial planning and investment advisory services that address tax, estate, retirement, risk management and small business needs. The firm operates as a fee‑only adviser and states that it does not sell insurance or accept commissions on product recommendations. Investment recommendations are developed around each client’s tax situation, risk tolerance and financial goals using public research sources (for example, Morningstar) and typically favor no‑load mutual funds, government securities, certificates of deposit and individual bonds. The firm does not provide discretionary portfolio management for individual accounts; advice is generally non‑discretionary and clients retain custody and execution of transactions. PMW/FA uses a retainer and flat‑fee approach rather than charging fees as a percentage of assets under management, and it includes services such as tax return preparation, estate plan reviews and multiple scheduled meetings during the initial engagement. The firm is a member of NAPFA and the National Association of Tax Professionals, maintains a written Code of Ethics, and does not take custody of client assets or accept third‑party commissions.

To learn more about the advisors currently working at Philip M. Watson, Financial Advisor, 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.