Trusted Investment Counsel

Providing individual and institutional clients with comprehensive, conservative, long-term investment portfolios and trusted strategic advice.

Our Story

Our Conservative Approach

FMW marries capital preservation with stable long-term growth.

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The Client Experience

We are your trusted advisor.

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Financial and Retirement Planning

Every client needs a plan. Farr, Miller & Washington helps develop income, wealth-building and retirement plans and then, through good times and bad, helps clients stay on track. The firm’s high client retention rate allows us to build deep and long-lasting relationships that often span decades.

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High Net Worth Investment Management

Farr Miller & Washington pursues, protects, and defends our clients’ interests and goals. Our risk-averse approach, with a focus on fundamentals and valuations, seeks long-term capital appreciation while providing downside protection. The firm’s investment team builds customized portfolios of high-quality stocks and bonds.

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Wealth Planning

Farr Miller & Washington understands that each client is unique and has different priorities for building, maintaining, and passing along wealth. Every plan is customized to endure market volatility and help meet each client’s short-term and long-term goals.

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Institutional Investment Management

Farr, Miller & Washington provides lower beta growth to a wide range of institutional clients including public funds, family offices, foundations, endowments, and pension plans. In some cases, we manage a specific sleeve of a portfolio and in others we develop an investment policy statement and manage the entire portfolio.

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Serving the Client

Farr, Miller & Washington pursues, protects, and defends our clients’ interests at all times.

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Individuals & Family Investors

Clients are assigned a Client Portfolio Manager to assess your comprehensive financial needs, develop a bespoke approach and plan, and implement portfolio changes in a tax-sensitive and efficient manner.

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Institutions

Successful long-term investing is the result of a continuous and consistent application of our investment process, across a variety of markets, for more than two decades.

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Featured Market Insights

Read our thoughts on the economy, markets, and personal finance.