A complete list of active advisors currently associated with Winder Wealth Management LLC

Warmer can help you find a great advisor at Winder Wealth Management LLC or one who fits your needs even better.

Winder Wealth Management LLC provides financial planning and consulting services to individual clients, delivering comprehensive initial financial plans and optional ongoing consultation with periodic reviews. Although classified in the investment-manager category on filings, the firm does not manage client assets or sponsor wrap fee programs. The firm’s advice is built from cash-flow, tax, investment, risk-management and estate-planning analyses and is tailored to each client’s stated objectives and circumstances. Clients who enroll in ongoing services receive scheduled meetings and written progress reports that summarize financial position, the likelihood of reaching goals, and recommended adjustments. Distinctive features include an affiliated tax-preparation practice that the firm reports consumes roughly 60% of professional time, creating closer integration of tax and planning work than is typical for firms in this category and a disclosed conflict of interest with opt-out options for clients. The firm also does not rely on percentage-of-assets fees, instead using fixed and recurring fees and requiring completion of an initial plan before providing ongoing consulting.

To learn more about the advisors currently working at Winder Wealth Management 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.