How Our Firm is Different

The first thing people notice about Williams Financial Advisors Private Wealth Management Group is our uniqueness. There is no other firm in the region that is as well designed to offer comprehensive wealth management. Using independent research and superior service, our firm has proven to be successful at helping people make smart choices about financial matters. This uniqueness begins with Tommy Williams. His professional credentials and experience is strengthened by four primary relationships:

•A team of six professional assistants (The WFA Team) who offer unparalleled service. We are a highly educated, experienced, and credentialed team trained and dedicated to serving our clients’ financial needs.

•LPL Financial, the largest independent broker/dealer in the country,* provides independent research, back office operations, and brokerage support to our firm. No conflicts of interest exist because LPL Financial does no securities underwriting and has no proprietary products. LPL Financial’s only objective is to make LPL financial advisors the premier advisors in their community by providing state-of-the-art technology, dedicated service, objective research, and access to intense training and education.

•The strength and depth of relationships with other relevant professionals, such as CPAs like RBM LLP and attorneys, broadens the scope of our ability to provide incomparable service to our clients.

•His relationship with two Wealth Advisors, Steve Darden and Chase Crump, have helped bring a wide range of expertise to the firm. Steve Darden has over twenty-five years of financial management experience. His experience as a Corporate Chief Financial Officer brings depth analytically to the team. Chase Crump has over three years experience in the investment advisory industry. His background on the banking side of the industry along with his expertise in financial planning add to the firm's ability to provide comprehensive wealth management to our clients. Their team efforts help our clients get the best solutions possible given their diverse backgrounds and experience.

No other financial services firm in this part of the country is so uniquely designed to provide comprehensive wealth management to affluent individuals, professionals, small business owners, and retirees.

* Based on revenue, as reported in Financial Planning magazine, June 1996-2009
** LPL Financial does not endorse the services provided by, and is not affiliated with, any tax or legal professionals that Williams Financial Advisors may refer you to.