Wealth Management Since 1971

Are We Right For You

Are We Right For You

Life has its ups and downs.  But when it comes to financial difficulties, many are preventable.  Through smart planning and disciplined action, Linscomb & Williams helps you manage all aspects of your financial life better.HEIDI DAVIS, CPA/PFS, CFP®

Is Linscomb & Williams right for you?

I want an experienced team watching my money.
In 2008, many people found out that their financial advisors weren’t managing risk as closely as they’d like. At Linscomb & Williams, we’ve been doing this longer than most firms. We understand managing risk through a variety of markets and economic climates.
I want a trusted advisor, not a commissioned salesperson.
We are a fee-only firm that acts as your legal fiduciary. We don’t sell any products, so we don’t have the conflicts of interest that are so common on Wall Street. Instead, we just provide you with advice and services that are in your best interest…always.
I want all my financial experts in one place.
Most firms help you with financial planning and investments, but lack tax, estate planning and other specialized expertise. At Linscomb & Williams, our team of multi-credentialed professionals can help you get everything you need in one place. Whether you need assistance with business exit strategies, trusts, college planning, elder care planning, divorce planning, special needs, or charitable giving, we can be a single source, simplifying your life and maximizing coordinated outcomes.
I want transparent, cost-effective fees, with no surprise bills.
Fees always matter to your bottom line. At Linscomb & Williams, we believe in full transparency. This extends to our fees, where we bill you one simple, easy to understand fee that covers most everything we do. So there are no surprise bills. You simply get the help you need, when you need it.
I want to take advantage of tax smart strategies.
At Linscomb & Williams, we have more CPAs and attorneys on our team than many of our competitors. So we are always on the lookout for smart strategies that enable you to get more return without extra risk.
I want the checks and balances that experience brings.
You’ve worked hard to build what you have, so we believe risk management is imperative. We don’t outsource the management of your money as some firms do. We also don’t believe it’s prudent to put all your investment decisions in the hands of a single person. Instead, we use a committee of experienced specialists, with systems that enforce checks and balances, so there’s always more than one set of eyes watching your money.
I want to understand and participate in my financial strategy.
At Linscomb & Williams, we value engaged clients the most: you’re the ones who are most likely to achieve your goals. We also know that you’re probably not in the finance industry, so it’s our job to make things simple. And, we make things easy and interesting for your spouse or partner, too.

Considering hiring a financial advisor for the first time? Talk with our team today.

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