Trusted Investment Counsel
Providing individual and institutional clients with comprehensive, conservative, long-term investment portfolios and trusted strategic advice.
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.
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.
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.
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.
Serving the Client
Farr, Miller & Washington pursues, protects, and defends our clients’ interests at all times.
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.
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.
Investment Committee Continuity
With more than a century of combined professional investment experience, including almost 20 years together as a team, investment committee members work together consistently applying our time-tested investment discipline through bull and bear markets.
Nearly 50 Years of Planning
Our team of four CERTIFIED FINANCIAL PLANNER® professionals have nearly 50 years of collective financial and retirement planning experience and share the additional designations of CPA, CFA®, JD, and MS in Taxation.
Almost a Quarter Century in Business
Founded in 1996, Farr, Miller & Washington is a 100% employee owned independent Registered Investment Advisor.
