Lauren Williams
CFP®
TCI Wealth Advisors
Financial Advisor
Lauren Williams
CFP®
TCI Wealth Advisors
Financial Advisor
Let's work together to address your financial questions, build a plan that provides peace of mind and keeps you focused on what matters. - Lauren Williams, CFP®
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Lauren Williams is a Denver, CO fee-only financial advisor serving clients locally and across the country. TCI Wealth Advisors provides comprehensive financial planning, tax and retirement planning, and wealth management to help middle-income clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Lauren Williams is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Lauren Williams is a Denver, CO fee-only financial advisor at TCI Wealth Advisors.
My clients always come first. I will work relentlessly hard for them. I am an advocate and am here to help clients accomplish their goals, providing them with flexibility, freedom and financial expertise to add value to their life and help exceed their every goal.
I enjoy the financial planning process helping clients achieve their dreams and have always wanted to help people. This is the perfect blend of both. The best part of the job is the peace of mind clients’ feel when we are working together to address financial questions and helping keep them focused on the things that matter.
I was introduced to the idea of being an Advisor and client advocate by my Dad, who is also in the financial services industry. After getting my Bachelor of Arts in Psychology from Miami University, I decided to get my Master’s in Business Administration from Xavier University. From then on, I was focused on being a wealth advisor and joined TCI almost three years ago to pursue this passion.
My background in psychology and my family’s experience in this industry combined with my own training and financial expertise gives me a unique perspective working with clients. Marrying these disciplines makes me a much better financial planner. It helps me understand financial frustrations, to listen to concerns and answer questions, to appreciate my clients’ needs and to be their advocate in all aspects of financial investment.
I also care deeply about, and try to stay actively involved in, a variety of social and charitable causes such as animal warfare, social justice and environmental issues. For me, happiness is a mindset and I think it’s important to always be a human “doing”, rather than just a human being. Whether it’s professional relationships or personal achievements, I try to approach every new challenge positively and proactively, and to never become stagnant.
TCI encourages me to pursue the things I’m most passionate about and they provide the resources, training and expertise to ensure I can guide my clients to also live their financial lives in harmony with what they value most. Our firm cares about each client and every employee because we know that it’s the relationships we have that impact our life, not the things.
Working together with clients to help navigate life’s financial complexities is truly exciting. And educating people on how to make mindful decisions to pursue their definition of success is what drives me.
Combining my diverse background, my love of learning, my passion for social causes, and my desire to try new things is what I love best about being a financial planner with TCI. But building strong, successful relationships and providing sound advice – with the client at the core of every interaction – is what makes this job so special.
Accreditations, Awards & Accolades
- CFP – Certified Financial Planner™
- Master’s in Business Administration from Xavier University and Bachelor of Arts in Psychology from Miami University
TCI Wealth Advisors is an independent, fee- only, fiduciary providing comprehensive, coordinated and objective wealth management advice to individuals and families. We serve as a trusted advisor, partnering with our clients on their journey toward financial clarity, prosperity and overall well-being. Our mission extends beyond simply helping clients manage their money; we also believe we have the opportunity to help clients develop a more robust understanding of the relationship between their money and their happiness. Our wealth management process helps clients align their primary resources (money, time, energy) with their priorities. We help clients plan for the future while also helping them live a purpose-filled life today.
With five offices and over $3 billion in assets under management, we are large enough to provide sophisticated solutions to complicated problems, yet small enough to have personalized relationships with you and your family. For over 30 years we have been a purpose-driven organization, driven to empower, educate and advise clients as they work towards their personal definition of success.
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
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Lauren Williams is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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TCI Wealth Advisors has earned the Centre for Fiduciary Excellence (CEFEX) Investment Advisor certification.The independent CEFEX Investment Advisor certification demonstrates adherence to a best-practice standard.
CEFEX advisory firms adhere to the Global Fiduciary Standard of Excellence. This means they act in the best interest of investors. This is in contrast with a firm that lacks a fiduciary process. The fiduciary standard offers a consistency of interpretation and implementation, which facilitates the transfer of knowledge between the advisor, clients, vendors and regulators.
The objective is simple: to protect investors.
Contact Lauren Williams
Office Locations:
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1401 17th St
Suite 330
Denver, CO 80202
