My name is William Newman and I am the proud founder and owner of Newman’s Financial Planning, LLC. During my many years in the financial industry, I’ve had the pleasure to work with thousands of clients from all walks of life; from high net worth investors, to those just starting to think about saving for the future. With my extensive experience, I am confident I can tailor services to meet the ever changing and demanding needs of my clients.
I am dedicated to providing all of my clients, regardless of their financial situation, the highest possible level of service and value. I’ve seen both sides of the financial industry; firms that put clients first with low costs, and others that seek personal gains ahead of clients’ interests.
My sole purpose as your financial advisor is to act 100% in your best interests. I am a fee-only advisor, which means I do not receive any commission or kickbacks from anyone or any company. I am compensated solely by an extremely low asset management fee. I believe selecting the lowest cost, best performing investments sets the foundation for long term success. I am passionate about helping people achieve financial success and freedom and I look forward to helping you achieve your financial goals.
My goal is to ensure my clients understand the value I am providing. I am committed to offering the best possible service and value at the lowest cost to you. High fees and commissions eat into your ability to reach your financial goals, and I would love the opportunity to show you the difference that Newman’s Financial Planning can offer you.