Building Lasting Relationships

Willingdon Views

09/20/17: I Was a Lighthouse
Today, we seem surrounded by fears, yet the stock market is trading close to an…
08/24/17: Blame
To paraphrase Winston Churchill, if our country were to last a thousand years, would they…
07/20/17: Regular Folks
Mark Zuckerberg, the founder of Facebook, and one of the world’s richest men, is on…
team charter


To serve the needs of our clients, teammates and communities... making a positive impact on the lives of those we engage


A servant-leader across the wealth management industry, respected for our wisdom, integrity, exceptional service, financial advice and investment expertise


Exceptional Service:  Provide outstanding service to our clients; enriching existing relationships and cultivating new ones
Superior Execution: Strive to consistently exceed the expectations of our clients and business partners
High-Performance TEAM: Attract and retain top talent by continuing to make strategic investments in our #1 asset...Our People
Leadership: Provide innovative investment solutions; exercising discipline while adapting to the ever-changing economic environment
Operational Excellence: Ensure our processes, technology and organizational structure are highly efficient and productive for our clients and teammates


What Defines Our Character

Humility:  We will put the best interests of our clients, as well as our commitment to our faith, family, and teammates, before ourselves.
Integrity: We commit to approach every challenge with the utmost integrity.
Client Relationships: We will develop and nurture relationships by being dependable, trustworthy and selfless.
Respect: We will create and promote an environment of respectful, open, honest and encouraging communication.
Continuous Improvement: We will be in constant pursuit of opportunities to improve our performance, both individually, and as a team.
Community: We will seek to make a meaningful, lasting impact in the communities we serve.
The Fruit of the Spirit: We will work hard to produce the fruit of the spirit in our daily lives: Love, Joy, Peace, Patience, Kindness, Goodness, Faithfulness, Gentleness and Self-Control.