Winthrop Partners - Pittsburgh (PA)

5 /5 Keith Yorko: Brian and the team at Winthrop have always been open and approachable with my questions regarding portfolio goals, design and performance. He is a very patient with clear explanations and forward thinking reasons for the investments he advises. Brian and Winthrop always act in my best interest and are wonderful to work with. I would highly recommend them for anyone with a long term investment need .

5 /5 Christian Bagin: I highly recommend Winthrop Partners for your financial planning needs. While I have had several financial advisers in the past, I was never satisfied with their level of knowledge, and maybe more importantly to me, their commitment to service. It seemed like my account was on autopilot. With Winthrop, I am confident my investments are actively monitored and managed. We signed up with Brian Werner for our retirement planning, a big part of which was planning our daughters college fund. Brian is an experienced advisor and could not be more knowledgeable or personable. But what sets him apart is that he listens to you and then takes the time to share that knowledge with you. Whenever I have any questions, Brian is a quick call away, and he is always prepared to provide the guidance I need to secure my familys future. *This is a testimonial provided by a current client of the Advisor. No cash or non-cash compensation was provided in exchange for the testimonial. However, the testimonial is strictly the viewpoint of the current client’s experience and is not reflective of any other client’s experience. The existence of a testimonial provided by the current client is not a guarantee of the client’s experience with the Advisor in the future. The current client is not affiliated or related to the Advisor or any of its personnel in any manner. For more information, please see the Advisor’s other disclosure documents including its Form ADV Part 2A and Part 3-CRS.

5 /5 Linda Massaro: My journey with Winthrop Partners and their extraordinary financial advisor, Brian, began unexpectedly when we met at a wedding. Since then, the Winthrop Partners team has consistently demonstrated qualities that are hard to find - niceness, genuineness, kindness, and patience. They have a caring approach and take the time to build a genuine connection and truly understand your financial needs and goals. Not only have they helped me make money, but their expert guidance saved me money too. With complete confidence, I highly recommend Winthrop Partners. Your experience will surely mirror mine and earn the team another 5-star review!

5 /5 Kristin Staunton: Ive worked with a few different advisors over the years, including those affiliated with both large and small firms. I always left feeling unsatisfied, and like my advisors barely looked at my finances, let alone thought about my familys long-term goals after the initial meeting. When I started working with Winthrop Partners a few years ago, Brian and his team immediately took time to learn about me and my unique financial situation. And it wasnt just in the initial meeting. Over the years, I have always felt like someone is actively managing my portfolio - between quarterly in-person meetings, frequent email updates, and regular communication, I never wonder what is happening with my money. When we talk, they never make you feel rushed and always review your portfolio comprehensively, offering suggestions, options, and advice on how to best diversify your investments. Brian’s calm demeanor and good listening skills are very reassuring during times of high market volatility. I trust Brian with my investment and retirement portfolio, and strongly recommend Winthrop Partners to others who are looking for high-touch, sound guidance.* *This is a testimonial provided by a current client of the Advisor. No cash or non-cash compensation was provided in exchange for the testimonial. However, the testimonial is strictly the viewpoint of the current client’s experience and is not reflective of any other client’s experience. The existence of a testimonial provided by the current client is not a guarantee of the client’s experience with the Advisor in the future. The current client is not affiliated or related to the Advisor or any of its personnel in any manner. For more information, please see the Advisor’s other disclosure documents including its Form ADV Part 2A and Part 3-CRS.

5 /5 Matt Haritan: After conducting extensive research and carefully evaluating numerous financial advisors, I ultimately selected Brian from Winthrop Partners. Brians commitment to being a fee-only fiduciary, prioritizing my financial well-being without charging any commissions, stood out prominently. What truly sets Brian apart is his dedication to educating me on financial planning, enabling me to actively engage in this partnership. With a deep understanding of my business and financial objectives, I highly recommend Brian at Winthrop Partners for anyone in search of expert financial advice and planning. *This is a testimonial provided by a current client of the Advisor. No cash or non-cash compensation was provided in exchange for the testimonial. However, the testimonial is strictly the viewpoint of the current client’s experience and is not reflective of any other client’s experience. The existence of a testimonial provided by the current client is not a guarantee of the client’s experience with the Advisor in the future. The current client is not affiliated or related to the Advisor or any of its personnel in any manner. For more information, please see the Advisor’s other disclosure documents including its Form ADV Part 2A and Part 3-CRS.