The Watchman Group

www.watchmangroup.com

The Watchman Group, Inc. is a fee-only investment management and fee-only financial planning firm that serves primarily high-net-worth individuals in their pre-and post- retirement years. Our mission is to help individuals take control of their ‘financial future’ by properly educating, motivating and positioning them for success. Our team is devoted to providing a high level of customer service and places a special emphasis on developing a personal relationship with our clients. Most importantly, we pride ourselves on being able to offer independent and unbiased financial advice as well as customized investment portfolios specifically crafted for each client’s needs.

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The Watchman Group, Inc. is a fee-only investment management and fee-only financial planning firm that serves primarily high-net-worth individuals in their pre-and post- retirement years. Our mission is to help individuals take control of their ‘financial future’ by properly educating, motivating and positioning them for success. Our team is devoted to providing a high level of customer service and places a special emphasis on developing a personal relationship with our clients. Most importantly, we pride ourselves on being able to offer independent and unbiased financial advice as well as customized investment portfolios specifically crafted for each client’s needs.

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Country

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State

Texas

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City (Headquarters)

Plano

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Employees

1-10

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Founded

2004

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • President and Chief Investment Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Partner | Senior Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Partner | Senior Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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