A complete list of active advisors currently associated with Winch Financial

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

Winch Financial is an SEC‑registered advisory firm that serves individuals (both non‑HNW and high‑net‑worth), retirement plans, pooled vehicles and charitable organizations, managing about $580 million for roughly 850 clients. The firm provides discretionary portfolio management, stand‑alone financial planning, and consulting services, and typically charges percentage‑of‑AUM fees for its investment supervisory services while also offering fixed‑fee planning engagements. The firm develops individualized investment policies through client interviews and implements them on a discretionary basis using fundamental and technical analysis across long‑, short‑ and trading strategies; it also consolidates legacy holdings when clients prefer those assets not be actively traded. Winch treats cash as an asset class, advises clients seeking cryptocurrency exposure to consider ETFs or specialized managers rather than direct custody, and uses AI tools under an internal policy that requires human review of outputs. What is distinctive about Winch Financial is its formal affiliation with an accounting firm (Johnson & Weinaug) and an affiliated insurance agency, arrangements the firm discloses create potential referral and compensation conflicts and for which it describes mitigation measures. The firm also regularly offers educational seminars open to the public and maintains a documented custodial relationship (notably with LPL) that provides technology and transition support, both of which can influence service delivery and execution arrangements.

To learn more about the advisors currently working at Winch Financial, 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.