Thoughtful,  personalized investment advice and guidance.

Together, let’s build a foundation that protects and preserves your financial future.

Wellington Investment Advisors

We are a group of independent financial advisors bringing you thoughtful, personalized investment advice and guidance. Whether you wish to invest for retirement, plan for your child's or grandchild's education, or prepare for any other life event, we are here to help you work toward your financial goals. 

 Schedule a Consultation

How We Help

Guidance That You Can Trust

Over the years of serving so many people, we’ve learned what an important role our guidance plays in people’s lives and how much we impact their futures.

We want to help you fulfill your retirement planning needs, including:

  • Rolling money over from an IRA into a qualified retirement account
  • Accessing your money after retirement
  • Understanding the Required Minimum Distributions (RMDs) on your retirement accounts
  • Knowing how to structure your income streams to reduce tax liability after retirement
What Makes Wellington Investment Advisors Unique?
  • Personalized portfolios customized for your specific needs
  • Assessing your risk tolerance based on your age and income requirement
  • Assisting you with wealth strategies for preservation and growth
  • Utilizing individual stocks versus mutual funds to reduce costs, and avoid excessive fees
Our approach is different from other advisory firms because we focus on your individual needs, concerns, and goals. We care about who you are as a person and help you accomplish your goals for the future in a variety of ways, including:
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Are you ready to transition to the next phase of your life and preserve your assets? Wellington Investment Advisors has the tools and knowledge to help you create the financial future you desire. You can trust us to do what’s in your best interest. Reach out to an advisor today to start your financial planning journey.

 Schedule a Consultation

Where should we start?


Our fiduciary relationship with our clients, is what sets us apart from many firms in that we have a legal and ethical obligation to manage your assets in your best interest.

Retirement
Planning

Are you concerned about outliving your income in retirement? We can help you discover the strategies to create sustainable, tax-efficient income that will continue to support you and your family long after you retire.

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Tax & Estate
Planning

Timing is the most important factor when it comes to tax and estate planning. Speak with a trusted fiduciary advisor who can help you take advantage of time-sensitive tax opportunities to protect your wealth.

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Investment Management

A good portfolio is a healthy mix of many tools and investment vehicles. However, without a sound strategy and skilled advisor, it can be difficult to determine your asset allocation, risk tolerance, and time horizon.

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Meet Our Advisors

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We’re a team of thoughtful, hardworking, and experienced individuals that believe in providing exceptional service and personalized investment advice.

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Our Process

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Step 1.

Schedule a Consultation 

We speak with you one-on-one to understand your concerns, goals, and dreams for your financial future. We want to help you focus on what you care about most instead of worrying about the numbers. At this step, we empathize with you to form a deeper understanding of your financial situation.

Step 2.

Meet With Our Team

Following the consultation process, you’ll meet with an advisor whose skills match your concerns. They’ll take a careful look at your financial situation and consider the strategies that would work best for you and your family.

Step 3.

Start Planning Your Future

Once we have a strategy that aligns with your values and goals, we’ll help you implement the tools that will get you to your final destination, whether that’s retirement or a well-managed portfolio.

 Schedule a Consultation