William Thompson

CFP®

Valor Wealth Partners

Financial Planner

William Thompson

CFP®

Valor Wealth Partners

Financial Planner

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

617-648-2700

Fee-Only financial planner located in Washington, DC serving federal employees locally and across the country

Meet William Thompson

Understanding how finances impact the many facets of everyday life, William Thompson entered the financial services industry a decade ago to have a positive, life-changing effect on others as well as provide knowledge and insight to those who are underserved in financial services.

From starting as a casual go-to person for friends and family to pose their questions on personal finance and investing to gaining experience in banking and brokerage, William felt a personal responsibility and calling to pursue financial planning to speak to unique situations and provide strategies to guide each client toward their goals. 

Whether it’s developing a financial plan or completing research, each day he brings a mentality of wanting the client to win and letting them know he’s there to help them win. As a CERTIFIED FINANCIAL PLANNER™ professional, William truly believes in listening to and prioritizing client needs. These skills, along with providing expertise with such a calming demeanor, have aided him in building client relationships for a number of years.

Outside of the office, William can be found spending time with his wife, along with playing the piano, biking around the city, or boxing.

William Thompson 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.

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

Professional Designations & Affiliations

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

Contact William Thompson

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Office Locations:

  • Ronald Reagan Building 1300 Pennsylvania Ave.
    Washington, DC 20004

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