About Washburn Capital
A relationship-focused practice built around personalized service and individualized attention.
Our History
Washburn Capital Management was established in 1997 by Robert E. Washburn, CFP®, following decades of experience in investment management. Originally operating as Paradigm of Indian River, Inc., the firm was renamed Washburn Capital Management in 2005, and Robert's son, David J. Washburn, CFP®, CPA, joined the business after 13 years in public accounting.
From the beginning, the practice has been structured around focused, deliberate client relationships rather than layers of intermediaries. That approach continues today, with senior advisors actively involved in client relationships and portfolio management.
Whom We Serve
Individuals
Families
Businesses
Retirement Accounts
Trusts & Estates
Our clients have different circumstances, objectives, and priorities. Our role is to understand those differences and provide investment advice and portfolio management shaped around each relationship.
Assets Under Management
$280M+
Custodied at Charles Schwab & Co., Inc.
As of 9/30/2026
Years Advising
29 yrs
Registered investment advisor since 1997
Principals
3
Direct, personal access on every relationship
Our Approach
Partnership, personal advice, and a long-term perspective.
Balanced Approach
We design portfolios to support each client's long-term financial goals and objectives.
Personal Attention
We provide individualized service tailored to each client's circumstances and priorities.
A Dynamic Relationship
Client relationships and investment needs evolve over time. Our approach is intended to evolve with them.
Washburn Capital Management is a Florida-incorporated, SEC-registered investment advisor serving clients since 1997. Our practice is built around long-term relationships, thoughtful investment management, and direct access to the senior advisors responsible for each client relationship.
We provide personalized investment advice and portfolio management on a fee-based basis. Our principals work directly with clients, taking the time to understand their circumstances, objectives, priorities, and long-term financial goals.
Direct Access
You will partner with our leaders.
Washburn Capital principals are actively involved in client relationships. We treat each engagement as a collaborative partnership—open, transparent, and built for the long term.