CFA, CFP®, ChFC®, AIF®, CASL®
Structured Asset Management, Inc.
Fee-Only financial planner located in Berwyn, PA, serving clients locally and across the country
William Suplee, President and founder of Structured Asset Management, Inc., is a financial planner and investment manager located in Berwyn, PA serving clients in the western main line and greater Philadelphia area. Bill earned his B.S. in finance from Ursinus College and his MBA from St. Joseph's University in Philadelphia. He is a Chartered Financial Analyst (R) (CFA (R)) charterholder and a member of the CFA Institute as well as the CFA Society of Philadelphia. He is a Certified Financial Planner (R) certificant and member of the Financial Planning Association and is a past president of the Philadelphia Tri-state Area Chapter of the FPA. Bill also holds the Chartered Financial Consultant (ChFC) and Chartered Advisor for Senior Living (CASL) designations from the American College. In addition, Bill holds the Accredited Investment Fiduciary (AIF(R)) mark from the Center for Fiduciary Studies.
Bill has authored numerous investment and financial planning articles for newspapers and other industry periodicals including the Journal of Financial Planning, the Legal Intelligencer, the Main Line Times, the New Jersey Law Journal and the Daily Local. He has also been interviewed about financial matters on local and regional television as well as for various publications including the New York Times, the Christian Science Monitor, Investment Advisor, Retirement Advisor and the 401(K) Advisor.
Bill is a third generation financial professional dedicated to bringing quality solutions to investors' concerns. Bill was a member of the Philadelphia Stock Exchange for 20 years and has extensive knowledge of equities, options, risk management, portfolio management and foreign currencies. Bill has been an adjunct professor of investments at The American College in Bryn Mawr, PA and for the College for Financial Planning.
William Suplee is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
Structured Asset Management, Inc. is an independent registered investment advisor and fee-only financial planning firm, providing guidance on financial planning and investment management to individuals, families and small businesses. Our mission is to help you reach your personal financial, philanthropic and legacy goals. We take the time to listen to you and understand fully who and what is important to you. By doing this, we can help you develop and implement a financial plan and investment strategy that can help you take advantage of the right opportunities.
The firm was founded in 2004 by Bill Suplee after a successful 20+ year career as a stock and option trader. Having watched both his father and grandfather build longstanding relationships and help countless clients manage their stock and bond portfolios, he gained an appreciation for helping people take advantage of market opportunities. His passion is sharing the knowledge he has to help others reach their goals.
Structured Asset Management is a fee-only firm which means we do not work on commissions. Our compensation comes only from advising you. This allows us to remain completely objective and free from conflicts of interest. We have a fiduciary duty to put your needs first and are structured in such a way that we are able to ensure that this happens.
Strategic partnerships with other third party firms allow us to leverage our expertise and offer expanded services to better serve your needs. As our name suggests, we follow a structured approach to planning and investing that maximizes your opportunities while mitigating risk. We are one of a select group of fee-only advisors with access to the Dimensional Fund Advisors' family of low cost, institutional quality investment vehicles.
We invite you to contact us and schedule a complimentary meeting to discuss how we can help you and begin your financial planning now.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
William Suplee is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
William Suplee 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.
William Suplee is a CFA® charterholder
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.
William Suplee is a Chartered Financial Consultant® (ChFC®)
Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
William Suplee is an Accredited Investment Fiduciary® (AIF)
Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.
William Suplee 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.
William Suplee is a Chartered Advisor for Senior Living (CASL)
CASL® is a rigorous credential in the senior and retirement planning space, with curriculum that covers wealth accumulation, income distribution, and estate planning strategies for those preparing for or in retirement. Advisors taking this program commit between 250 and 300 hours of study and take about 18 months to complete the designation.
Contact William Suplee
1205 Westlakes Drive
Berwyn, PA 19312