Williams Financial
Services, LLC
Registered Investment Advisor
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Williams Financial Services, LLC, a Registered Investment Advisor in Salisbury, MD, was founded in 2003 by Dan Williams. WFS is licensed in Maryland and Delaware and provides fee-only portfolio management services on a discretionary basis. The company was formed to provide individuals and businesses an alternative means of investing other than full service brokerage houses or mutual funds. We are committed to helping our clients achieve their financial goals by delivering the highest quality portfolio management services.
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Dan Williams, our
portfolio manager, has over 25 years of professional financial experience.
He has practiced as a CPA for 4 years, and has over 20 years of
experience performing management consulting and accounting services for
corporations on the Dan holds a BS degree in
accounting from the
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