Washburn Capital Management Inc.

David Washburn is a CFP® and holds a Series 65 license, with 20 years of experience in the financial advisory industry. He has been with Washburn Capital Management, Inc. since 2005. The firm provides discretionary portfolio management and investment advice to individuals, trusts, foundations, retirement plans, and other entities, managing approximately $237 million across about 177 client relationships. Washburn Capital Management employs a broad investment approach, including equities, debt, mutual funds, ETFs (including digital asset ETFs), options, and derivatives, and customizes portfolios using asset-allocation principles alongside fundamental, cyclical, and technical analysis.

Henry Habgood is a financial advisor at Washburn Capital Management Inc. with six years of industry experience. He holds a Series 65 designation and has worked previously at Brown Advisory, Hillview Capital Advisors, Coastal Bridge Advisors, and APH, LLC. Outside of his advisory work, he serves as treasurer for Pickleball University, where he is involved in budgeting and project expense oversight. Washburn Capital Management provides discretionary portfolio management and investment advice to individuals, trusts, foundations, and retirement plans, managing approximately $237 million across about 177 client relationships. The firm employs customized portfolios using asset allocation, fundamental, cyclical, and technical analysis, and includes digital asset exposure as part of its investment offerings.

Robert Washburn is a CFP® with 22 years of industry experience and has been with Washburn Capital Management Inc. in Vero Beach, FL since 2005. He holds the Series 63 designation and is one of three advisors at the firm. Washburn Capital Management provides discretionary portfolio management and investment advice to individuals, trusts, foundations, and retirement plans. The firm manages approximately $237 million across about 177 client relationships, employing asset allocation principles along with fundamental, cyclical, and technical analysis, and includes digital asset exposure as part of its investment offerings.