Thomas Williams
CFP, ChFC, CLU · Williams Legacy Planning
About Thomas Williams
Thomas Williams is a multi-credentialed advisor focused on legacy planning and wealth preservation for affluent families in the Philadelphia region. With 25 years of experience, he coordinates estate plans, insurance strategies, and investment management to protect and grow multi-generational wealth.
Services Offered
Fee Structure
Fee-Based
Minimum assets: $1,000,000
This advisor charges fees for planning but may also receive commissions on certain products. They offer a blend of fee and commission compensation.
Specialties
Estate Planning
Protect your legacy with wills, trusts, beneficiary designations, and wealth transfer strategies for future generations.
Insurance Planning
Get the right coverage with expert analysis of life, disability, long-term care, and property insurance needs.
Wealth Management
Comprehensive wealth management for high-net-worth individuals including tax, estate, philanthropy, and multi-generational planning.
Why Choose Thomas?
25+ Years Experience
Proven track record serving clients since 2001
3 Professional Credentials
Holds CFP, ChFC, CLU designations
134 Client Reviews
4.7/5 average rating from verified clients
In-Person Meetings
Meet in person at their Philadelphia office
Client Reviews
John M.
December 10, 2025
Working with Thomas has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
Thomas is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with Thomas for over 8 years and they have consistently delivered excellent advice. Their expertise in Estate Planning has saved us thousands.
Lisa R.
September 19, 2025
The team at Williams Legacy Planning is professional and responsive. Thomas always returns calls promptly and provides thoughtful, well-researched recommendations.
Location
Philadelphia, Pennsylvania
Map integration available on request
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