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Team Charter

“We pledge to help each client achieve their long-term investment goals. Every relationship we establish will be built upon a commitment to excellence and absolute integrity in all that we do.”

– the Willingdon Difference

Purpose & Vision

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

Our Core Values Define Our Character


We will put the best interests of our clients, as well as our commitment to our faith, family, and teammates, before ourselves.


We commit to approach every challenge with the utmost integrity.

Client Relationships

We will develop and nurture relationships by being dependable, trustworthy and selfless.

Continuous Improvement

We will be in constant pursuit of opportunities to improve our performance, both individually and as a team.


We seek to make a meaningful, lasting impact in the communities we serve.


We will create and promote an environment of respectful, open, honest and encouraging communication.

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.

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