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William M

Series 63, Series 65

New Castle, PA

Bill Messner Contrarian Investment Advisory, LLC

William Messner is the principal of Bill Messner Contrarian Investment Advisory, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including 10 years at Keystone Investment Advisors, LLC before founding his current firm in 2019. Outside of advising, he works as a substitute teacher in Pennsylvania and Ohio and owns Tranquil Sanctuary Services, LLC, which provides high-end tutoring. Bill Messner Contrarian Investment Advisory, LLC offers personalized financial planning and investment management to individuals, high-net-worth clients, trusts, estates, state and municipal entities, and pension and profit-sharing plans. The firm employs a strategic asset-allocation approach combining passive index funds and ETFs with selective active strategies, and it provides discretionary management options for employer retirement plans.

Cash flow / budgeting Passive / index investing
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