Martha Williams
CFP®, CRPC®
Williams Wealth Services
President, Founder & CCO
Martha Williams
CFP®, CRPC®
Williams Wealth Services
President, Founder & CCO
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Martha Williams, CFP®, CRPC®
Fee-Only financial planner located in Ann Arbor, MI serving clients locally and across the country
Martha Williams is a Ann Arbor, MI fee-only financial planner. Williams Wealth Services provides comprehensive financial planning and investment management to help individiuals, families, and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Martha Williams is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Martha Williams is the President at Williams Wealth Services located in Ann Arbor, MI.
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
That’s where my firm comes in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families. As a member of the community for many years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about. For more information about my firm and our services, please call. I would enjoy learning more about your goals and dreams.
When I’m not helping clients with their personal finances, I love to make quilts, paint or travel and spend time with my family and friends. I am married with two adult children and an adult step-daughter. In 2021, I became a grandmother and in 2022 we will be expecting our second grandchild. I am busy working and sewing lots of baby items.
Martha Williams 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.
At Williams Weath Services, I help guide individuals and families toward achieving their long-term financial goals by creating personalized financial plans based on real objectives.
As a financial advisor, my goals are simple: to know my clients well, to treat them with respect and to measure my success by their success. To meet those goals, I develop financial plans tailored specifically to the individual needs of each of my clients. I value long-lasting client relationships and advise my clients through every stage of their financial journey.
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
-
Martha Williams is a NAPFA-Registered Financial AdvisorThe 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.
-
Martha Williams is a Member of the XY Planning NetworkThe 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.
-
Martha 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.
-
Martha Williams is a Chartered Retirement Planning Counselor℠ (Learn More)The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
Contact Martha Williams
Office Locations:
-
3380 Travis Pointe Rd
Suite E1
Ann Arbor, MI 48108
