A complete list of active advisors currently associated with Watershed Wealth

Warmer can help you find a great advisor at Watershed Wealth or one who fits your needs even better.

Watershed Wealth is a small, independent advisory firm that serves individuals, high‑net‑worth clients, charitable organizations, corporations, and employer‑sponsored retirement plans. The firm provides investment management (both discretionary and non‑discretionary), financial planning, and retirement plan consulting, and may facilitate insurance and annuity solutions through third‑party platforms. The firm emphasizes tailored advice and asset allocation, using techniques such as dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases, with client accounts reviewed at least quarterly. Watershed reports approximately $18.7 million in assets under management, split between discretionary (~$12.1M) and non‑discretionary (~$6.6M) mandates, and combines portfolio management with ongoing planning and plan‑level oversight. Notably, Watershed offers institutional‑style retirement plan consulting and may utilize the Betterment at Work platform for plan services, a capability that is less common among solo independent advisers. The firm integrates third‑party providers (including a DPL process for commission‑free insurance implementations and custodial relationships with Altruist and Betterment Securities) and discloses potential non‑monetary support or revenue‑based arrangements from those partners while stating it bases platform and product recommendations on client needs.

To learn more about the advisors currently working at Watershed Wealth, 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.

Name	Location	Years of experience
Griffin Saddler	Alpena, MI	7

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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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