A complete list of active advisors currently associated with Winslow Financial LLC

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

The firm advises individuals, families, trusts, estates, charitable organizations, corporations and retirement plans. It provides investment management and both comprehensive and limited financial planning, and the brochure also notes tax preparation services are offered by a CPA on the team; the firm states it has no account minimum. Investment advice is built around Modern Portfolio Theory and asset allocation, with a preference for diversified mutual funds and ETFs and selective use of individual stocks for higher‑risk clients. Winslow operates on a non‑discretionary basis—securing client permission before effecting trades—reviews accounts periodically (generally quarterly), and generally uses Fidelity as its primary custodian. What is most distinctive is that the firm reports nearly all client assets are managed non‑discretionarily (the brochure lists non‑discretionary AUM on the books), a model that is uncommon among similar team firms. The advisory team also includes actuarial expertise and provides tax preparation services by a CPA (while not operating an affiliated accounting firm), combining investment, actuarial and tax capabilities that may set it apart from peers of comparable size.

To learn more about the advisors currently working at Winslow Financial 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.