A complete list of active advisors currently associated with Willis Financial Services, Inc.

Warmer can help you find a great advisor at Willis Financial Services, Inc. or one who fits your needs even better.

Willis Financial Services, Inc. provides investment management and comprehensive financial planning primarily to individuals, trusts and small businesses, and may also advise ERISA-covered plans. Services described in the brochure include portfolio management using mutual funds, ETFs and occasional exchange-listed securities, retirement planning (including Monte Carlo projections where appropriate), tax preparation, and recommendations for life, long-term care and annuity products. The firm’s investment approach treats markets as generally efficient and emphasizes asset allocation implemented largely through passively managed index or index-type mutual funds and ETFs, with attention to fund construction, tax efficiency and overall portfolio costs. Accounts are managed on a discretionary basis, supervised and monitored at least quarterly, and tax considerations are integrated into security selection and asset allocation decisions. The firm is led by a single owner who holds CPA, CFP and PFS credentials and manages approximately $95.6 million in discretionary assets for about 99 clients. The brochure discloses that the principal spends roughly 20% of his time providing tax preparation and accounting services and is registered as an insurance agent who may receive customary commissions on insurance recommendations, a combination of accounting affiliation and insurance brokerage that is uncommon among independent advisory firms.

To learn more about the advisors currently working at Willis Financial Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.