A complete list of active advisors currently associated with Windmiller

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

WindMiller is a single-advisor, state-registered independent investment advisory firm that provides discretionary portfolio management, written financial planning, and pension/employee benefit consulting to individuals, households (including high-net-worth clients) and pension or profit-sharing plans. The firm manages roughly $17 million across about 18 clients and offers plan-level services such as creating written pension consulting plans and providing employee financial education. The firm prepares an Investment Policy Statement for each client and follows a long-term, globally diversified approach informed by modern portfolio theory, fundamental analysis, and cyclical analysis. WindMiller generally implements portfolios using mutual funds, ETFs, and insurance products (including fixed annuities), will review but not facilitate investments in individual equities, non-U.S. securities, private funds or similar complex instruments, and typically operates with client-granted discretionary trading authority. WindMiller discloses that its principal is a licensed insurance agent who spends approximately ten hours per week on that activity and may receive compensation for insurance or annuity sales; the firm documents and discloses these conflicts of interest to clients. The combination of plan-level pension consulting, an emphasis on insurance products alongside fund-based portfolios, and a very small client base with full discretionary management differentiates the firm from many solo independent advisers.

To learn more about the advisors currently working at Windmiller, 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.