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VerifiedFinancial Services· Founded 2004

The Watchman Group

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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HeadquartersPlano, United StatesEmployees8(1 to 10)Annual revenue$1M to <$10MFounded year2004Websitewatchmangroup.comLinkedIn profileLinkedIn

Verified contacts

6

available on Kipplo

LinkedIn employees

8

1 to 10 range

Open roles

no listings

Distinct roles

5

indexed titles

Tech stack

0

tools in use

Monthly traffic

94

organic / mo

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Top roles at The Watchman Group

5 distinct titles indexed · top 5 shown.

  • 2associate wealth advisor
  • 1client services associate
  • 1managing partner senior wealth advisor
  • 1president
  • 1senior wealth manager

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