Thomas Saunders
Winthrop Partners
Managing Member & Head of Strategic Planning
Thomas Saunders
Winthrop Partners
Managing Member & Head of Strategic Planning
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Thomas Saunders
Fee-Only financial planner located in Doylestown, PA, serving clients locally and across the country
Thomas Saunders is a Doylestown, PA fee-only financial planner. Winthrop Partners provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Thomas Saunders is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Thomas Saunders is Managing Member and Head of Strategic Planning at Winthrop Partners located in Doylestown, PA.
CAN YOU GIVE US A GLIMPSE OF YOUR PERSONAL LIFE?
I am a Massachusetts native that has lived in Bucks County, PA with my wife, Sue, since 1993. We have three grown children: Bo, Margot, and Keith, and two adventurous dogs, Nola and Chyna.
WHAT EXPERIENCE AND CREDENTIALS DO YOU HAVE?
I have been in the financial services industry since 1986. I have held senior positions in Commercial and Investment Banking, Private Equity, Investment Management and Insurance with some of the nation’s leading financial institutions. As a result, I am well versed in the types of products and services that my clients ask me to advise them upon. I graduated from the University of Chicago with an AB in 1983. I hold a series 65 License and I have held series 63 and Series 7 Licenses.
WHAT DO YOU LIKE ABOUT BEING A FINANCIAL SERVICES PROFESSIONAL?
I enjoy helping individuals match their goals and aspirations with their financial plans and investment strategies.
WHAT ARE YOUR GOALS FOR YOUR CLIENTS?
I want them to feel secure in knowing that we are working diligently to help them achieve their financial goals and we will stand beside them and support them and their families through all economic conditions and personal circumstances.
WHAT COMMUNITY ORGANIZATIONS DO YOU SUPPORT OR BELONG TO?
I have been on the Boards of the Mercer Museum, The Font Hill Museum, The Anne Silverman Community Health Clinic, The Bucks County Audubon Society and The Association for Corporate Growth.
Founded in 2015, Winthrop is a fee-only fiduciary operating as a registered investment advisor in Buffalo, Pittsburgh and Philadelphia. Our commitment to our clients is that we will always be on their side. We will never try and sell products or take commissions from others. We act exclusively in our client’s best interest.
Winthrop Partners was founded to provide independent, conflict-free financial planning and investment services to every client. Our founders understood that this method is the only way investment services should be delivered. Our core value of “we invest in you before you invest with us” is the key to our culture. We know that every client situation is unique and every client deserves our complete and collective expertise and attention prior to making a decision to work with Winthrop.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Thomas Saunders is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Thomas Saunders
Office Locations:
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25 North Main St. 2nd
Fl oor
Doylestown, PA 18901
