Helping clients reach their goals
for over three decades
Williams Asset Management, located in Columbia, Maryland, was founded in 1994 and to this day, is privately-owned and has no outside owners. Our experienced team of investment and financial planning professionals are guided entirely by the interests, goals, and priorities of the families we work with. That, to us, is all that matters.
We pride ourselves on providing personalized services that go above and beyond traditional wealth management. Our individualized approach to investing, coupled with our unwavering commitment to integrity, is aimed to give every client the best possible guidance to help achieve their financial goals and live the life they always dreamed.
Our mission is to inspire you to make more informed financial decisions through education, communication, and guidance; provide service that exceeds your expectations; and earn your trust every day by forging strong professional and personal relationships.
Our vision is a simple but vital one: to help you build and manage your financial resources to live a more fulfilling life.
Our financial advisors are guided by three core values: giving our all through indispensable service; giving our best through independent and objective advice; and giving back through civic and community engagement.
Our Team of Professionals
We have taken great care in building a highly talented team of financial and investment professionals who are skilled in financial planning and investments.
Our collaboration with Commonwealth Financial Network® provides Williams Asset Management with a team consisting of more than 50 professionals with the CFA®, CFP®, ChFC®, or JD certification/designation. These experts act as an extension of our own team; supporting us in delivering tailored guidance.
The Advisors of Williams Asset Management are Fiduciaries.
While many advisors will claim to have your best interest at heart, unless they operate as a fiduciary, they are not held to a legal standard to do so. As fiduciaries, the independent investment advisors at Williams Asset Management have a legal and ethical responsibility to serve clients with steadfast integrity and put your interests first.
The role of being a fiduciary not only pertains to our role as your investment advisor but also as your financial planner. Since all advisors at Williams Asset Management are CERTIFIED FINANCIAL PLANNER™ professionals, in addition to the aforementioned Securities and Exchange Commission’s definition of a fiduciary for investment management, we must abide by rules set by the CFP® Board of Standards for financial planning.
Duty of Loyalty
Representing trust, integrity, and a fiduciary’s duty to act in the best interests of clients.
Duty of Care
Signifying protection and the responsibility to safeguard clients’ interests through careful decision-making and risk management.
Duty of Skill and Diligence
Depicting the diligence and timely execution of tasks, emphasizing the importance of being proactive, responsive, and dedicated to clients’ needs.
Client-centered Advice
Representing guidance, navigation, and the commitment to provide tailored advice that aligns with clients’ best interests, helping them achieve their financial objectives.
Committed to Supporting Our Communities
We take an active role in supporting our community and believe that outreach and activism are core values that help define our firm and strengthen our team’s foundation. Whether it’s volunteering for food banks or partnering with organizations like Make-A-Wish and the Maryland SPCA, we constantly look for opportunities to better ourselves and our communities.
Our Awards
& Accolades
Gary S. Williams, CFP®, CRPC®, AIF® has been named to the 2024 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, click here.
2023 Largest Wealth Management Firms in Greater Baltimore area, created by Baltimore Business Journal. Presented 12/01/2023. Firms were ranked by the number of Baltimore-area professionals they employ at the time they completed the survey. An unknown number of Advisors were invited to submit information for consideration. These numbers were not independently verified. Advisors may pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.
2023 Baltimore’s Best” Financial Advisor created by The Baltimore Sun. Presented in/published on July 11, 2023. Data is based on the voting period between 5/15/23 – 5/28/23. Award winners are determined by readers voting for local financial planning businesses in Baltimore, MD. Readers were able to vote more than once. This award does not imply an endorsement, or recommendation, or reflect the performance of the advisor. Click here for more award information.
2023 Howard Magazine’s Best of Howard Readers’ Choice Poll – Best Financial Advisor. Published on October 26, 2023. Data is based on the voting period between June 2023 and ends July 2023. Award winners are determined by readers voting for local financial planning businesses in Howard County, MD. Readers were able to vote more than once. This award does not imply an endorsement, or recommendation, or reflect the performance of the advisor. Click for more award information. howardmagazine.com
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