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 is an SEC‑registered, team-based investment adviser that provides discretionary portfolio management, financial planning, investment consulting, and qualified retirement plan consulting to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages over $1.3 billion in discretionary assets across a few hundred client accounts and offers both an Asset Management Program and a Capital Advisory Program for clients with differing account sizes and needs. The firm tailors strategies to client suitability and risk tolerance, using a blended, multi‑factor framework for equity selection and targeted intermediate durations and macroeconomic analysis for fixed‑income portfolios, while the Capital Advisory Program implements asset allocation with mutual funds and ETFs. Portfolios are monitored regularly (with weekly reviews where appropriate) and clients receive periodic reporting; Wallington names Schwab as its preferred custodian for trade execution, custody, and related services. Several operational and marketing practices in the brochure are less common among peer team firms: the firm discloses that it may hold educational seminars for plan participants and meet with participants individually, and it discloses a formal referral arrangement that compensates external “Promoters” with a portion of advisory fees. The brochure also documents specific operational details — including combining related accounts for fee breakpoints and a HIFO default for cost‑basis reporting — that may be useful to consider when comparing Wallington to other advisers.
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.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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