Greg Will

CPA, CFP®, CIMA®, RMA®, PFS, CFE, MTAX

Bestgate Wealth Advisors

Managing Partner, Advisor

Greg Will

CPA, CFP®, CIMA®, RMA®, PFS, CFE, MTAX

Bestgate Wealth Advisors

Managing Partner, Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Greg Will, CPA, CFP®, CIMA®, RMA®, PFS, CFE, MTAX

Fee-Only financial planner located in Frederick, MD, serving clients locally and across the country

Greg Will is a Frederick, MD fee-only financial planner. Bestgate Wealth Advisors provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Greg Will is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Greg Will is a financial advisor with over ten years of financial services and tax experience.  He earned a Bachelor's of Science in Accounting and a Master's of Science in Taxation from the University of Baltimore, and completed the Investment Management Theory and Practice program at Yale.  Greg specializes in retirement planning because he enjoys helping clients remain financially secure so that they can make the most out of their retirement.  Greg also has an expertise in advising stock option recipients, high net worth individuals, and trusts.  Greg has a passion for minimizing clients’ taxes so that they can keep more of their hard-earned money, he enjoys the challenge of incorporating advanced tax planning into holistic financial plans for clients.

Greg is a member of several professional organizations, serves on the board and as treasurer of the Financial Planning Association in Maryland, regularly presents seminars for professional groups, and has testified as an expert witness. Greg is a recipient of the Personal Financial Planning Standing Ovation award from the American Institute of CPAs. The award recognizes CPA Financial Advisors who exhibit exemplary professional achievement in personal financial planning services.

Greg enjoys spending his free time with his wife Anna and three sons Christian, Samuel, and Marcello.

Greg Will is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

ONE OF OUR PRIMARY GOALS IS TO DEVELOP A LONG-TERM, TRUSTING RELATIONSHIP WITH YOU.

You only get one chance at retirement, and our mission is to ensure that you have a Successful Retirement. We understand that running out of money in retirement is an unacceptable outcome. We also know you have worked hard and sacrificed your entire life, and now is Your Time to enjoy the fruits of your labor. We work with you to build and implement a plan that seeks to maximize your enjoyment in retirement, without ever putting you in a position to outlive your assets.

Where most advisors say “talk to your accountant,” we say “we’ll take care of it.” Our extensive tax expertise enables us to provide advanced tax planning as an integral part of comprehensive financial planning in a way that results in better solutions for you.  This sets us apart from the majority of advisors who aren't able to effectively integrate tax and estate planning.

We work only for our clients, because only our clients pay us. We never accept commissions or other outside compensation so that we can avoid conflicts of interest.

As sworn fiduciaries, we provide advice that is in the best interest of our clients, all the time, no exceptions, period.

All of our energy, commitment, and efforts are focused on you, and your satisfaction.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Greg Will is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Greg Will is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CPA - Certified Public Accountant
    Greg Will is a Certified Public Accountant (Learn More)

    Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.

  • CPA/PFS - Personal Financial Specialist
    Greg Will is a Personal Financial Specialist (PFS)

    The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.

  • CIMA - Certified Investment Management Analyst
    Greg Will is a Certified Investment Management Analyst® (CIMA®)

    The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.

  • Retirement Management Advisor (RMA®)
    Greg Will is a Retirement Management Advisor® (RMA®)

    Financial Services Professionals with a minimum of three years experience may work to earn the Retirement Management Advisor® Designation. The RMA® is an advanced certification that focuses on building custom retirement income plans to mitigate clients’ risks and to master the retirement planning advisory process. The RMA Program imparts strategies for custom risk assessment and unbiased solutions through the use of practical tools and techniques, including the Client Diagnostic Kit and the RMA Toolbox. Advisors holding this designation must adhere to the Institute of Wealth Management's Code of Professional Responsibility and complete continuing education to maintain the designation. RMA®'s can help retirees work through the realities of changing from an accumulation mindset to a decumulation mindset.

  • XY Planning Network
    Greg Will is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Financial Planning Association
    Greg Will is a Member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Greg Will

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Office Locations:

  • 321 Ballenger Center Drive
    Suite 202
    Frederick, MD 21703

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