Winthrop Partners - EPA, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$78,841,318
Clients
172
Advisors
3
across 2 offices
About
Winthrop Partners – EPA, LLC provides investment advisory and financial planning services to a variety of clients, including individual and high‑net‑worth investors, trusts, estates, charitable organizations, pension and profit‑sharing plans, and corporations. The firm’s services include discretionary and non‑discretionary portfolio management, comprehensive financial planning and consulting, and a subscription planning service that addresses goals such as cash‑flow, education funding, insurance and long‑term care needs.
Winthrop’s investment process combines a top‑down/bottom‑up approach to asset allocation and stock selection, employing individual equities alongside mutual funds and ETFs and using laddered fixed‑income maturities; model allocations described in the brochure range from ultra‑conservative to aggressive growth and include a legacy portfolio program for concentrated positions. The firm conducts ongoing account reviews, coordinates with clients’ estate and tax professionals, and tailors portfolios to client risk tolerance, time horizon and liquidity needs.
The brochure highlights several features that are less common among peers: Winthrop operates as part of affiliated advisors under common control and treats employees of those affiliates as supervised persons, and it discloses the use of endorsements, testimonials and third‑party promoters in its marketing, including arrangements to compensate solicitors with required disclosures. It also discloses an operational relationship with a recommended broker‑dealer that provides custody, trading services and software support used in managing client accounts.
Client services
Expertise
Fee options
Fixed fees for subscription financial planning services, annual fee based on service scope and complexity
Hourly fees charged for financial planning, amount varies based on time and complexity
Annual subscription financial planning fee prorated monthly, invoiced monthly
Minimum fee: $2,500 minimum annual advisory fee, negotiable and may be waived Fee-only: Fee-only basis for advisory services
Main office
See office21 Princeton Place, Suite 230
Orchard NY 14127
Advisors at this office
1
Offices (2)
Most active in
Pennsylvania
Also doing business as
Locust Capital Management Epa, LLC · Winthrop Partners Epa, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Keith S
Series 65
Doylestown, PA
Winthrop Partners - EPA, LLC
Keith Saunders is an advisor at Winthrop Partners – EPA, LLC with a Series 65 designation. He has been with the firm since 2023 and has prior experience working at Liberty Mutual Insurance and Insight Global. Winthrop Partners – EPA, LLC provides investment advisory and financial planning services to individuals, high-net-worth investors, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm uses a top-down and bottom-up approach to asset allocation and stock selection, offering a range of model portfolios from ultra-conservative to aggressive growth, and includes ongoing account reviews coordinated with clients’ estate and tax professionals.
Robert W
CFP®, CFA®, Series 66
Orchard, NY
Winthrop Partners - EPA, LLC
Robert Werner is a CFP® and CFA® with 10 years of industry experience, currently serving as Managing Member and Chief Investment Officer at Winthrop Partners – EPA, LLC. He has been with Winthrop Partners and its affiliated entities since 2015. Mr. Werner is not engaged in any other business activities outside his roles at these firms. Winthrop Partners – EPA, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension plans, and corporations. The firm employs a top-down and bottom-up approach to asset allocation and stock selection, offering both discretionary and non-discretionary portfolio management tailored to client risk tolerance and goals.
Thomas B
Doylestown, PA
Winthrop Partners - EPA, LLC
Thomas Bunting III is a CPA and financial advisor with Winthrop Partners – EPA, LLC, based in Doylestown, PA. He has seven years of industry experience and has worked as a CPA since 2013. Outside of his advisory role, he operates an accounting business and manages a seasonal residential rental in Ocean City, NJ. Winthrop Partners provides investment advisory and financial planning services to a range of clients, including individuals, trusts, estates, charitable organizations, and corporate plans. The firm combines a top-down and bottom-up approach to asset allocation and portfolio management, offering strategies that vary from ultra-conservative to aggressive growth while coordinating with clients’ estate and tax professionals.
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