William Suplee

CFA®, CFP®, ChFC®, AIF®, CASL®

Structured Asset Management, Inc.

President

William Suplee

CFA®, CFP®, ChFC®, AIF®, CASL®

Structured Asset Management, Inc.

President

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - William Suplee, CFA®, CFP®, ChFC®, AIF®, CASL®

Fee-Only financial planner located in Berwyn, PA, serving clients locally and across the country

William Suplee is a Berwyn, PA fee-only financial planner. Structured Asset Management, Inc. provides comprehensive and objective financial planning, portfolio management, and retirement plan services to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, William Suplee is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

William Z. Suplee IV, CFA, CFP®, ChFC®, CASL, AIF, MBA, is President and founder of Structured Asset Management, Inc., a financial planning and registered investment advisory firm located in Berwyn, Pennsylvania.

Bill earned his bachelor's degree (Finance) from Ursinus College and his Master's of Business Administration (Finance) from St. Joseph's University in Philadelphia. He is a Chartered Financial Analyst® (CFA®) charterholder and a member of the CFA Institute as well as the CFA Society of Philadelphia (FAPHL). He is a Certified Financial Planner (CFP®) Certificant and member of the Financial Planning Association (FPA) and is the past President of the Philadelphia Tri-State Area Chapter of the Financial Planning Association (FPA – PTSA)  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®) 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 twenty 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.

Bill lives with his wife Mary and their daughter Juliana in Valley Forge, Pennsylvania.

William Suplee 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.

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.

Specialties

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

Ideal Clients

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

Working Together

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

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    William Suplee 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)
    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.

  • CFA - Chartered Financial Analyst

    William Suplee is a CFA® charterholder

    The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.

    This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.

  • ChFC - Chartered Financial Consultant
    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.

  • Accredited Investment Fiduciary®
    William Suplee is an Accredited Investment Fiduciary® (AIF)

    Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.

  • Financial Planning Association
    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.

  • Chartered Advisor for Senior Living® (CASL®)
    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

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 1205 Westlakes Drive
    Suite 370
    Berwyn, PA 19312

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser