A complete list of active advisors currently associated with Wallington Asset Management

Warmer can help you find a great advisor at Wallington Asset Management or one who fits your needs even better.

Wallington Asset Management provides advisory services to individuals (including high-net-worth clients) and institutional clients such as qualified retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, financial planning, and qualified retirement plan consulting across both individual-security and pooled-product (mutual fund/ETF) programs. The firm’s investment approach blends multiple analysis techniques—fundamental, cyclical, technical and charting—and uses a multi-factor framework for equity selection alongside intermediate-duration fixed income strategies and predefined asset-allocation bands. Portfolios are managed through distinct Asset Management (individual securities) and Capital Advisory (fund/ETF) programs, with ongoing monitoring and adjustments made primarily for risk management rather than market timing. Compared with many peers, Wallington’s long operating history and scale (managing roughly $1.3 billion with an eight-advisor team and about 300 client relationships) results in a relatively large asset base per client for a team of this size. The firm also documents participant education seminars for retirement-plan clients and discloses paid referral/promoter arrangements and regular client reporting—practices that are less common among similar team firms.

To learn more about the advisors currently working at Wallington Asset Management, 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.