A complete list of active advisors currently associated with Winship Wealth Partners

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

The firm provides personalized financial planning and discretionary investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. As of June 9, 2026 it reports managing approximately $42,415,062 in client assets for about 14 families, and documents client goals in investment policy statements that guide each relationship. Portfolio construction is grounded in academic research (Dimensional Fund Advisers / Fama‑French three‑factor) with a deliberate tilt toward small‑cap and value exposures, global diversification, and a core‑and‑satellite approach that uses passive index/ETF cores and active funds when the adviser deems them more suitable. Accounts are managed on a discretionary basis with periodic rebalancing and limited trading frequency; margin is available as a cash‑management feature rather than as a primary leverage strategy. What is noteworthy for a firm of this size is its provision of portfolio management services to institutional clients such as pension and profit‑sharing plans, in addition to high‑net‑worth individual relationships — a service mix that is less common among similar independent advisers. The firm relies on custodial platforms including Charles Schwab and Betterment Institutional and discloses receipt of platform and support services from those providers, a relationship the brochure identifies as a potential source of conflicts to be managed.

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