Edward Gregory Williams
Advisor at Boldin Advisors — Downingtown, PA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
24 years
Location
Downingtown, PA
Boldin Advisors
Team
Edward Williams is a CFP® with 24 years of industry experience. He is currently with Boldin Advisors and has previously worked at Facet Wealth, Citizens Bank, CLARFELD Financial Advisors, and TIAA. Boldin Advisors provides financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses, offering investment advice based on Modern Portfolio Theory without discretionary account management. The firm emphasizes a long-term, buy-and-hold approach using low-cost index funds and ETFs and operates through multiple offices while maintaining a fee-only structure.
Based on Boldin Advisors
Fixed engagement fees up to $6,000
$300 to $475 per hour
Fee-only: Ongoing engagement fees up to $6,000 annually (negotiable); Hourly fees $300 to $475 per hour; Fixed engagement fees up to $6,000 (negotiable)
Downingtown, PA
Downingtown PA
Advisors at this office
1
Pennsylvania · Texas
24 years of industry experience
NewRetirement Advisors LLC d/b/a Boldin Advisors
2026 - Present • 1 year
Downingtown, PA
Facet Wealth
2021 - 2026 • 5 years
Baltimore, MD
Citizens Bank
2020 - 2021 • 1 year
Fort Washington, PA
CLARFELD Financial Advisors
2020 - 2021 • 1 year
Tarrytown, NY
Tiaa
2015 - 2020 • 5 years
Radnor, PA
Vanguard Advisers
2014 - 2015 • 1 year
Malvern, PA
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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