Gary S. Williams of Williams Asset Management recognized on Money’s 2024 Best Financial Planners list
November 14, 2024
Columbia, Maryland (October 16, 2024) – The Financial Planning Association® (FPA®), the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals, and iconic personal finance brand Money have named Gary S. Williams, CFP®, AIF®, CRPC®, CEO and founder of Williams Asset Management, to the inaugural Best Financial Planners list. The list used a unique methodology designed to empower consumers to identify and engage with trusted financial planners easily to recognize the pivotal role financial planners play in individuals’ financial well-being and aims to address the challenge consumers face in discerning the most reputable financial planners from the rest, such as experience, credentials, and trust with clients.
From the FPA and Money.com announcement:
“Like FPA, the outstanding team at Money.com recognizes the importance of financial planning and that not everyone who proclaims to be a ‘financial planner’ is providing these important services at the same level,” said Patrick D. Mahoney, FPA chief executive officer. “It can be challenging for consumers to know who to trust most with their financial future, which is why we are honored to partner to provide a much-needed list to the millions of consumers who depend on Money.com for their personal finance news and insights.”
The Best Financial Planners list will not be just another “top financial advisers list” based only on a professional’s number of clients and assets under management. Rather, it will highlight data from a comprehensive set of factors, including specialties, experience, education, communication, trust-building, and other typically unquantifiable factors.
“The Best Financial Planners list will arm readers with insights into the who’s who of this world, ultimately providing everyone with the information to make smart decisions about who to trust with one’s financial future,” said Mike Ayers, Head of Content at Money.
Through a meticulous process, the Best Financial Planners list evaluated financial planners on both quantifiable metrics and qualitative aspects crucial to a successful client-planner relationship. This approach, a collaboration of FPA’s industry expertise and Money.com’s consumer-focused perspective, aims to provide unparalleled clarity to individuals seeking financial guidance.
“I am honored to be named to the inaugural Best Financial Planners list for 2024 by Money and the Financial Planning Association alongside the most respected CERTIFIED FINANCIAL PLANNER™ professionals in my industry,” said Williams. “This recognition affirms our team’s hard work and commitment to delivering personalized, thoughtful, and thorough financial advice. We take immense pride in our relationships with our clients and are grateful for their trust and confidence. We take our fiduciary duty to clients seriously. I want to acknowledge that while my name is on this list, in order to provide diligent financial planning to our clients, my financial planning team is working side-by-side with me and our clients. As an ensemble practice, we work collaboratively to consider each client’s unique situation so that tailored strategies and recommendations can not only be examined but also implemented, monitored, and modified as our clients’ lives evolve.”
This acknowledgment by Money and the FPA highlights Williams Asset Management’s standing as a leader in financial planning, dedicated to helping clients achieve their financial goals with confidence. Further, this recognition reflects the firm’s dedication to offering expert, client-centered financial planning and considered experience, qualifications, trust, specialties, and client service.
About Williams Asset Management
Since 1994, Williams Asset Management has been a trusted financial planning and wealth management firm serving clients in Howard County, Maryland, and throughout the country. The firm specializes in retirement planning and fiduciary, fee-only investment management, focusing on delivering personalized solutions. As a fiduciary, Williams Asset Management is committed to putting the interests of its clients first, reinforcing its core values of integrity, trust, and accountability. For more information about Williams Asset Management, visit www.williamsassetmanagement.com or call (410) 740-0220.
About the Financial Planning Association
The Financial Planning Association® (FPA®) is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNERTM professionals and those engaged in the financial planning process. FPA is the CFP® professional’s partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking. Learn more about FPA at financialplanningassociation.org and on X at X.com/fpassociation.
About Money
Money has a 50-plus-year legacy of guiding people to financial victories with up-to-date information, education, and tools. Money.com, a digital destination, helps create richer lives for everyone—in every sense of the word.
Gary S. Williams, CFP®, CRPC®, AIF® named 2024 Best Financial Planners, Created by Money. Presented in September 2024 based on data gathered in 2024. 1006 Advisors were considered, 80 Advisors were recognized. 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.
