Earl B. Winthrop, AIF®

Earl B. Winthrop, AIF®

President and Founding Partner Wealth Advisor

Earl is a founding partner of Winthrop Wealth with nearly five decades of experience with equity and fixed income markets and developing and implementing financial planning solutions (as a CPA beginning in 1976 and then as an LPL Financial Broker in 1985). Earl started investing in stocks in 1967, using funds he earned from his landscaping and snow removal business. Earl worked throughout high school and college at First National Supermarkets, unloading freight trucks and on weekends worked as an assistant for Cashier Operations and continued to invest in stocks and equity derivatives.

Earl worked as a Certified Public Accountant (CPA) for 8 years at Arthur Andersen & Co. and PWC. In 1985, he joined LPL as a licensed broker and in 1994, as an investment advisor representative. He founded Winthrop Investment Management LLC in 2000 and Winthrop Wealth, a registered investment advisor, in 2017. Earl’s vision was to pursue his vision to create a unique wealth management practice to provide customized investment management and financial planning services to assist clients with their financial lives so that they could be as free as possible from the stress and anxiety of managing all of the complex aspects of their wealth and focus and instead of enjoying their lives. Earl’s vision was that it was necessary to gain a thorough understanding of a client’s entire financial situation and their unique goals and only then can effective customized financial advice and investment strategies can be provided, and then must be monitored closely, to adjust for changes in client goals and estate and income tax changes.

Earl has been instrumental in helping clients navigate though some of the most difficult market cycles in history. His philosophy of seeking to provide exceptional client service is deeply ingrained in the firm’s DNA and has made Winthrop Wealth the destination of choice for many colleagues and clients. Educating the next generation is a top priority and he is a key member of the Financial Education and Planning team. For several families, the clients at Winthrop Wealth are the 3rd and 4th generation.

Recognized by Forbes as one of the top financial advisors in MA (2018, 2019, 2020, 2021 and 2022)* Earl has been featured as a guest speaker at various industry meetings and has been interviewed by various publications including the Wall Street Journal. He is a member of the Connecticut Society of CPAs and an Accredited Investment Fiduciary (AIF). He is also a member of The American Institute of Certified Public Accountants (AICPA). Earl has served on the University of Hartford student investment committee and participated as a Big Brother in the Big Brother Big Sisters organization in Hartford, CT.

One of Earl’s greatest passions is ‘Giving back’. He was very involved in coaching Avon CT youth soccer, alpine ski racing, and enjoys spending time with his family (including his German Shorthaired Pointer Nisse), working out, and living a healthy lifestyle. He shares his passion for leading a healthy lifestyle with his clients and friends.

Earl and his wife Maria reside in downtown Boston with their German Shorthaired Pointer Nisse. Maria is a co-founder of the Innovation in Breast Cancer Fund at the MGH Cancer Center and is on the Mass General Hospital (MGH) Patient Advisory Committee, and Earl is actively involved in helping Maria with the Foundation and various other philanthropic causes. Earl and his wife, Maria, were proud sponsors of the National Ovarian Cancer Coalition Boston Chapter amongst other organizations dedicated to the fight against cancer.

 

*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Other advisory services offered through Winthrop Wealth, a Registered Investment Advisor and separate entity from LPL Financial.