2997 Shelburne Road
We help a select group of individuals and couples, from all over the country, whom are retired or very close to it, that are divorcees, doctors, educators, executives, heath care administrators, inheritors, small business owners and widows/widowers make smart decisions with their money. We do this by using a consultative Wealth Management/Financial Planning/Divorce Financial Planning process to identify where they are now, where they want to go, and any gaps for getting there. With our consultative process and a network of strategic partners, consisting of accountants, attorneys, institutional money managers, and insurance specialists, we help our clients make smart short and long term decisions with a focus on their values, goals, risk tolerance and investment style preference.
Discover an array of services for all your financial needs.
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 50 years of collective experience, we'll help secure your legacy for generations to come.
Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's most-unexpected events.
Put over 50 years of combined experience to work for you.
Curated articles, videos, and more, for a financially savvier you.
Antoine Williams & Associates Financial Services was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and seeking to provide financial independence.
Our team consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our team truly cares about making your dreams a reality. We will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.
Wealth Manager, Financial Planner, Divorce Financial Planner
Client Service Associate
"Wealth is the ability to fully experience life."
- Henry David Thoreau
"An investment in knowledge pays the best interest."
- Benjamin Franklin
"Frugality includes all the other virtues."
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