Williams Financial Services, LLC

Williams Financial Services, LLC manages custom investment portfolios for individuals, trusts, estates, charities, and businesses. The firm builds diversified portfolios using individual stocks, mutual funds, real estate investment trusts, and bonds, relying on fundamental analysis to find undervalued investments. Williams Financial Services operates on a fee-only basis, meaning compensation comes solely from the investment management fees paid by clients rather than commissions on products. Daniel P. Williams is the sole owner and managing member. While Williams Financial Services does not position itself primarily as a financial planning firm, related guidance on financial resources is incorporated into the overall advisory service without a separate charge. The firm generally requires a minimum investment of $500,000 to open and maintain an account.