Windham Wealth Management
Information by Research TrustFinance
Windham Wealth Management, LLC is an independent, fee-only Registered Investment Adviser (RIA) that provides comprehensive financial planning and investment management services. The firm operates under a fiduciary standard, legally obligating them to act in their clients' best interests. Their stated mission is to help clients navigate life's transitions—such as retirement, inheritance, or selling a business—by creating personalized and strategic financial plans. Founded by Don Windham, the company emphasizes a disciplined, evidence-based approach to investing and long-term wealth stewardship.
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial