Worthington Wealth Management emerged in 2021 from these simple concepts proven to us over more than four decades of providing financial guidance and investment advice.
“If you focus on doing what’s best for the client, you never have to worry about being paid.”
“Never forget that the only reason we are successful is because our clients were successful before us.”
Our Mission
At Worthington Wealth Management we aim to share with those who work with us the wisdom that comes from our long experience in managing and guiding our clients’ financial lives. We strive to highlight the shortcomings of the traditional investment process and to teach our clients how to avoid making the mistakes that are inherent in emotional or irrational financial decisions. We are of the opinion that common sense and critical thinking can guide the development and implementation of a successful investment plan, no matter the investor’s phase of life. We believe that focusing on our clients’ success leads to them – and us – leading fuller lives.
We put you at ease because we do the things you’d do if you were in our shoes.
How We’re Different
Much of the financial world is theater – cookie-cutter plans and generic pie-chart allocations, sophisticated language wrapped around common sense to justify a fee. Somewhere along the way the industry quietly agreed to stop trying to beat the benchmarks and started selling the idea that no one could. We never bought into that. We believe it is genuinely possible to beat the benchmarks substantially, year after year – not by being lucky or clever, but by doing the unglamorous work of pressure-testing our conviction before we act and staying ruthlessly honest about whether we were right. We call that approach “Allocating for Alpha.”
It shows up in how we work. We do our own research instead of outsourcing our thinking to model portfolios handed down from unrelated managers. We invest our own money in the same models as yours, so when markets are difficult we feel it too. And we tell you the truth even when it is hard – by explaining our reasoning. That is what we mean when we say We Put You At Ease: not that everything will be comfortable, but that you will always know where you stand and why.
No Matter What Phase of Life You’re In
Your needs change as life does — and so does the way we manage your wealth. Explore the phase that fits where you are right now:
What We Offer
Breadth
We work in a collaborative environment that encourages sharing information and mutual inquiry, benefiting from generations of shared experience. Our advisors serve their clients and each other, sharing knowledge and wisdom garnered over decades of active participation in the investment markets and pushing back against the generally-accepted “standard” approaches to wealth management.
Depth
No matter the size of your account or where you are in your investment journey you’ll find a home at Worthington Wealth Management. From our views on asset allocation and the financial planning process to the way we manage our firm around our clients, you can say we’re anything but typical! Here you’ll invest along side other client-investors with varying portfolio sizes, allocations, and sophistication levels. The point is that your experience at Worthington Wealth Management is not determined by, nor dependent on, your account value.
Experience
Our advisors have over 80 years of combined experience - they’ve seen plenty and can likely relate to your situation. We’re curious by nature, cynical from decades of experience, and have found success by resisting the temptation to follow the herd. We encourage questions, we love to banter, and we actively engage with clients about the things that affect their money.
Fiduciaries
As fiduciaries, we are responsible for our clients’ success, not just the suitability of the products we sell. To do that we must put clients’ needs before our own. We are a team of advisors, not a sales force, so we don’t charge commissions. But rather we earn a fixed percentage of each account’s value. Simply, we make more when you make more, and vice versa.
Let’s talk about where you see yourself in the future.
Tell us where you are and where you want to go — we’ll take it from there.
Schedule a Meeting