Watchman Group

At The Watchman Group, we believe that every individual deserves a personalized approach to wealth management. Our team of experienced financial professionals is dedicated to providing comprehensive financial planning, investment management, tax analysis, and family office services tailored to meet the unique needs of our clients.

Our Services

We offer a wide range of services designed to help our clients achieve their financial goals. Our investment management approach combines fundamental analysis with a low-cost, diversified strategy to build investment portfolios that meet our clients' long-term objectives. Our financial planning services merge estate planning, retirement planning, income needs, insurance, and other aspects of our clients' financial picture to ensure they stay on track to meet their goals.

Our tax analysis and strategy services are designed to minimize tax expenses in the short and long-term. We maintain a team of CPAs on staff and work closely with our clients' CPAs to implement proactive tax planning solutions. Additionally, we offer family office services that go beyond traditional wealth management, including bookkeeping, document preparation, and business consulting.

Experience and Perspective

Our team of advisors has an average of over 20 years of experience in the financial industry. We take a long-term approach to wealth creation, believing that stocks are the best vehicle for individual investors. Our historical returns support this view, with the S&P 500 Index averaging a 10% annual return from 1926 to 2023.

Who We Are

We are fiercely independent and act as fiduciaries on behalf of our clients. Our team members are passionate about serving others and committed to ongoing learning and professional development. We believe that the world is getting better with time and are optimistic about the future.

Our Origin

The Watchman Group was founded in 2004 by Mark Robinson, who recognized the need for a firm that leveraged investment management skills with tax strategy to add value for clients. Our name is a reference to the night watchman that protected the dark streets of Europe in the 17th and 18th century, symbolizing our role as a fiduciary and our commitment to protecting and guiding our clients.

What Makes Us Different

We are committed to keeping our business expenses low, allowing us to charge our clients less. Our portfolios are designed to be low-cost, using a mix of individual securities and low-cost funds to minimize expenses. We avoid high-cost, "hedge fund" type strategies, and instead focus on disciplined investment management and thoughtful financial planning.