At Paul Williams Financial, we understand that your financial health is just as important as your physical health. As a doctor, I know firsthand the importance of compassionate and attentive care. That's why we approach our clients with the same level of care and compassion that you would expect from a trusted doctor.
We believe that financial planning is about more than just numbers and charts - it's about building a solid foundation for your future and achieving your goals. We take the time to listen to your concerns and develop a personalized plan that meets your unique needs.
Dr. Paul Williams is a Registered Investment Advisor and a fiduciary who owns and operates this New York-based investment advisory firm. At Paul Williams Financial, we offer fixed-cost services to help you make smart decisions with your money and ensure you get the most out of your finances. Trust us to be your guide on the path to financial success.
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How It Works
Flat-fee Independent & Objective Advice
As an independent, fee-only financial planner, we provide advice and guidance on a monthly or hourly, as-needed basis. Our goal is to help you make informed, confident decisions about your money that is always in your best interest.
Fiduciary
​As a Fiduciary, I am legally obligated to always provide you with advice and recommendations that are in your best interest. This means that you can trust us to always put your needs first and help you make informed, confident decisions about your money.
Compassionate & Trustworthy
I bring a unique set of experiences and skillsets to the table to help guide you through the complexities of financial planning. I am committed to providing personalized, compassionate support to help you achieve your financial goals.
Why Choose Us
Judgement-free financial advice
Data-driven Trading System
​Complete transparency​
Proven track record of satisfied clients
Easy & Simple Trading Tools
Constantly Evolving
Plans & Pricing
At Paul Williams Financial, we're committed to making financial advice accessible and affordable for everyone. We understand that everyone's financial situation is unique, which is why we offer our services on a sliding scale based on income. This approach ensures that you can access personalized financial advice and planning services, regardless of your financial standing. We believe that financial well-being should be within reach for all, and our sliding scale pricing is designed to help make that a reality. Contact us to learn about how we can tailor our plans to meet your needs and budget, and embark on the path to financial success with confidence.
