Williams Asset Management

Williams Asset Management is a privately owned financial planning, advisory & investment management firm.

[Williams Asset Management @WilliamsAsset]

What a beautiful afternoon celebrating the Women of WAM! We gathered to honor every woman who makes our community shine. From floral design to genuine connection, this is what community looks like. Special thanks to @WildflowerMD and @HudsonCoastal for making it unforgettable.

[Williams Asset Management @WilliamsAsset]

Gary Williams, CFP®, CRPC®, AIF®, discusses how QCDs, CRTs, and CGAs may fit into broader retirement and legacy planning conversations.

Read the article: https://t.co/FWqYy2Syub

#RetirementPlanning #FinancialPlanning #CharitableGiving #WilliamsAssetManagement

[Williams Asset Management @WilliamsAsset]

Today, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country. Their courage, dedication, and selflessness will never be forgotten.

#Memorial Day #WilliamsAssetManagement #HonorandRemember

[Williams Asset Management @WilliamsAsset]

We are thrilled to welcome Alison Cohen to the team! Alison joins us as our new Client Operations Specialist. A Towson University grad and Maryland native, we are so glad to have her back home and on our team. Welcome, Alison!

Read full bio: https://t.co/uZjYaGuoSd

[Williams Asset Management @WilliamsAsset]

We are beyond proud to celebrate Brian McKinney, CFP®, Vice President of Wealth Management & Senior Financial Advisor, on his 10th anniversary with Williams Asset Management!

Ten years of hard work, dedication, and making a real difference, we are so grateful to have you!

[Williams Asset Management @WilliamsAsset]

Markets finished higher last week, with the Nasdaq and S&P 500 closing at record highs. April job growth came in stronger than expected.

Inflation data will be in focus, including CPI and PPI reports.

Learn more: https://t.co/MynyovOt1r

#MarketUpdates #FinancialInsights

[Williams Asset Management @WilliamsAsset]

Happy Mother's Day to all the incredible mothers and grandmothers!

We are grateful for the mothers on our team and in our clients' lives who inspire us in more ways than they know.

#Mothersday #WilliamsAssetManagement

[Williams Asset Management @WilliamsAsset]

We are honored to be named a 2026 @BaltBizOnline Best Places to Work honoree! This recognition comes directly from our team through an employee survey and that makes it extra special. Proud of the culture we have built together at Williams Asset Management!

[Williams Asset Management @WilliamsAsset]

Today marks the final day of Financial Literacy Month. Saving helps with short-term needs. Investing focuses on long-term goals.

Reach out to learn more about our complimentary financial education seminars: https://t.co/fZPaCrnIAT

[Williams Asset Management @WilliamsAsset]

This Earth Day, our team rolled up their sleeves and volunteered at the Howard County Conservancy! We spent the morning moving and spreading woodchips to help create a safe nature playspace for kids.

#EarthDay #GivingBack #WilliamsAssetManagement #HowardCountyConservancy

[Williams Asset Management @WilliamsAsset]

We are proud to announce that Gary Williams, CFP®, CRPC®, AIF®, has been recognized by @investmentnews as one of the 2026 Best 5-Star Financial Planners in the USA for the second consecutive year!

#InvestmentNews #5StarCFP #WilliamsAssetManagement #WealthManagement

[Williams Asset Management @WilliamsAsset]

Two years ago, Gavin Walter, CFP®, joined the Williams Asset Management family, and we're so glad he did!

As a Senior Client Service Associate, Gavin plays an important role in supporting our team and the financial planning process.

#Anniversary #WilliamsAssetManagement

[Williams Asset Management @WilliamsAsset]

Yesterday, our office had the best Employers of the Day, our team's kids! For Bring Your Child to Work Day, they greeted clients and designed their own Spend, Save & Share jars.
#BringYourKidsToWorkDay #FinancialLiteracy #NextGeneration #WilliamsAssetManagement

[Williams Asset Management @WilliamsAsset]

In the recent article, presented by Duncan McCall, CFP®, we explore how a Roth IRA can be used to introduce younger generations to saving.

Read to learn more: https://t.co/svRW6EIOVi

#FinancialLiteracy #RothIRA #Article #FinancialLiteracyMonth

[Williams Asset Management @WilliamsAsset]

We’re excited to celebrate Karissa Goessl's 4-year anniversary with Williams Asset Management.

Congratulations, Karissa, on four great years. We’re looking forward to many more.

#Anniversary #WilliamsAssetManagement

[Williams Asset Management @WilliamsAsset]

In this month’s article, presented by Gavin Walter, we explore how families can approach these conversations with more clarity and less uncertainty.

Read the article: https://t.co/K92cLhnJy2

#WealthManagement #Inheritance #WilliamsAssetManagement #FinancialLiteracy

[Williams Asset Management @WilliamsAsset]

Markets moved higher for a second week, with equities rallying on optimism around a potential resolution in the Middle East

The focus will be on corporate earnings and the Producer Price Index (PPI) for further insight into inflation trends.

Learn more: https://t.co/pMlzLgKV5Y

[Williams Asset Management @WilliamsAsset]

Proud to share that Gary S. Williams has been named to the 2026 Forbes Best-In-State Wealth Advisors list for Maryland! Gary’s continued inclusion on this list is a testament to his dedication to serving clients with integrity & personalized guidance.
https://t.co/gcA9v7KL1C

[Williams Asset Management @WilliamsAsset]

April is Financial Literacy Month, and we’re continuing with our second week of sharing simple, informational topics.

This week, we’re looking at something many people face at some point: "What to do with an old 401(k)."

#FinancialLiteracy #FinancialLiteracyMonth #401k #Old401k

[Williams Asset Management @WilliamsAsset]

Gary Williams, CFP®, CRPC, AIF® was recently featured in Kiplinger.

In the article, Gary highlighted the importance of maintaining a cash reserve to help manage unexpected expenses.

Read the full article: https://t.co/G0CTPcXqkA

#EmergencyFund #WilliamsAssetManagement