Thomas K. Williams, CFP, CPA

CEO, Partner, Senior Wealth Advisor at Domani Wealth
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Bio

He’s been a pillar of our wealth advisory business since it began, as a founding partner. He most enjoys helping clients develop customized financial plans, providing strategy and options to help each person and family fulfill their personal goals.

“My perfect workday would include helping clients solve problems, and it wouldn’t be so bad if the stock market went up strongly as well,” he says.

In the time he’s been at Domani, he’s seen our services become more specialized. He works closely with our firm’s Investment Strategy Group to both construct and maintain client portfolios, enabling continual alignment with client goals and risk levels.

As a trained CPA, Tom incorporates his tax knowledge to advise clients and their businesses on financial matters. He also has a deep background in trust, estate, and gift taxation, which benefits clients as they look to transfer wealth. He is relied upon for his guidance whether through philanthropic ends or leaving a legacy for a family – or both!

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