Windsor Financial Group, LLC

About

Windsor Financial Group is an independent fiduciary providing holistic, fee-only investment management and financial planning for individuals and families.

Story

Founded in 1986, Windsor Financial Group is an independent, privately-owned, fee-only registered investment advisor. Our services include investment and wealth planning for individuals, endowments, foundations and institutional clients.

At Windsor Financial Group, each client is paired with a team of professionals including at least one Wealth Planner and Portfolio Manager. We bring a unique set of experience and expertise to every relationship. Our team holds the highest professional designations in their respective areas: Certified Financial Planner ®, Certified Public Accountant and Chartered Financial Analyst.

We are dedicated to building long-term partnerships with our clients established on trust and preserved through ongoing peace of mind. We share parallel interests with our clients by providing conflict-free advice, allowing us to passionately advocate on their behalf. Our experience and expertise focuses primarily on comprehensive financial planning and investment management including the use of domestic and international equities, municipal and taxable bonds as well as alternative investments where appropriate. Our team of professionals is dedicated to building and preserving prosperity as we assist and guide our clients in reaching their goals, today and tomorrow.