Firm at a Glance

WMS Advisors, LLC, a Registered Investment Advisory firm, is the successor firm to Williams Associates which was founded in 1976 on a basic philosophy; our primary goal is to provide a level of financial services that address the immediate needs and concerns of our clients and also emphasizes future planning and new ideas.  As an independent, fee-based wealth management firm, we take a very proactive role in advising our clients with a strong emphasis on investment management and strategic financial planning. 

Today, we work with over 85 clients and oversee more than $164 million in assets under management*. We specialize in solutions for both active professionals and retired affluent individuals and families. We strive to build relationships by helping clients in every life stage, from individuals and newly married couples to multi-generation families.  Our typical client has been with us for an average of 15 years. However, we welcome new clients that are just beginning to plan for their future.

*as of December 31, 2021