A complete list of active advisors currently associated with The Watchman Group, Inc.

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

The Watchman Group provides fee-only wealth management, investment management, and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm is an SEC-registered adviser that typically manages client portfolios on a discretionary basis while also offering limited-scope consulting and standalone planning engagements. The firm combines multiple methods of analysis—fundamental, technical, cyclical, quantitative, and qualitative—while emphasizing strategic asset allocation and a blend of long-term and occasional shorter-term trading strategies; margin, short sales, and option writing are used only in specific client circumstances. It also recommends no-load mutual funds, including Dimensional Fund Advisors funds that are generally available only through authorized advisers, and may recommend rollovers of retirement plan accounts, serving as an ERISA investment fiduciary when appropriate. Distinctive operational features include a policy of not accepting custody of client assets except in limited circumstances (e.g., fee deduction or client-authorized transfers) and a proxy-voting practice that limits voting to holdings above specified thresholds rather than voting all client proxies. The firm generally uses Charles Schwab Institutional for custody and receives software, research, and related services from that custodian, and maintains both assets under management and assets under advisement (including annuities), indicating a mix of discretionary management and advisory-only relationships.

To learn more about the advisors currently working at The Watchman Group, 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.