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The Watchman Group

The Watchman Group, Inc. is a fee-only investment management and financial planning firm.

Financial Services
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Headquarters
Plano, Texas, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1 to 10Source: RevenueBaseRetrieved October 13, 2026
Founded
2004Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
53 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does The Watchman Group do?

The team emphasizes customer service and personal relationships with clients. The firm offers independent, unbiased financial advice and customized investment portfolios for each client’s needs.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

Who it serves

The firm primarily serves high-net-worth individuals in their pre- and post-retirement years.

What the business offers

Services & capabilities.

Investment management

The firm provides investment management on a fee-only basis.

Source: LinkedIn company description · Retrieved October 13, 2026

Financial planning

The firm provides financial planning on a fee-only basis.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

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Embeddable award for your website

BADGE PREVIEWThe Watchman Group listed #7 on Financial advisors for healthcare professionals, October 11, 2026Open the published source list.
The Watchman Group

#7 Financial advisors for healthcare professionals

Snapshot: October 11, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 13, 2026, September 15, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 21, 2026, September 25, 2026, September 27, 2026, September 28, 2026, September 29, 2026 and October 11, 2026. How the company lists are built.

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