Winthrop Partners - EPA, LLC

Winthrop Partners – EPA, LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, retirement plans, and business entities. The firm offers discretionary and non‑discretionary portfolio management, comprehensive financial planning, and a subscription planning service.

Portfolios are tailored using a blend of individual equities, mutual funds, and ETFs, following a top‑down sector allocation with bottom‑up fundamental stock selection, and model allocations that range from ultra‑conservative to aggressive growth. Winthrop integrates ongoing financial planning into portfolio management, coordinates with clients’ other advisors on tax and estate matters, and conducts periodic account reviews, generally at least annually.

Noteworthy features that distinguish Winthrop – EPA from many peers include its formal affiliation with two other Winthrop advisory entities under common control (the affiliated advisors are treated as supervised persons) and its use of third‑party promoters/solicitors that receive cash compensation and provide endorsements and testimonials with required promoter disclosures. The brochure also discloses that the firm recommends a Raymond James custodial relationship and receives software, research, and operational support from that custodian, which the firm identifies as a potential conflict of interest.