A complete list of active advisors currently associated with Washburn Asset Management LLC

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

Washburn Asset Management LLC provides tailored financial planning and portfolio management services to individual and high‑net‑worth clients, including retirement-plan advice, investment consultation, estate and tax planning, education funding analysis, and divorce-related financial planning. The firm manages roughly $8.1 million for a small client roster and serves accounts on both discretionary and nondiscretionary bases, with no stated income or asset minimums. The firm’s investment approach emphasizes active management guided by fundamental analysis, aiming to reduce risk through ownership of individual equities and allocations to less‑correlated assets; client portfolios commonly include mutual funds, ETFs, individual stocks, and option strategies. Written investment guidelines and investment policy statements are prepared to reflect each client’s objectives, time horizon, tolerance for risk, and any account constraints. A distinctive feature noted in the brochure is the offering of periodic, complimentary educational workshops on topics such as retirement strategies, estate planning, and education funding, which the firm describes as educational rather than solicitation events. The brochure also highlights an atypical professional background for the principal — prior military service as a bandsman and ongoing freelance performance work — and the firm’s operational preference for Interactive Brokers as custodian, including participation in that custodian’s advisor support program.

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