William Starnes (BS, CFP®, ChFC®, MTX)

William Starnes focuses in the
following client markets or areas of practice:

  • Business Owners
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Bill is our founder and senior advisor at the firm. Part of Bill's professional mission is "to engage clients in an enjoyable process of financial education and planning that provides extreme value and quantifiable results." Bill helps you understand the advice he offers, strives to save you money, and assists you with the big decisions created during life's inevitable transitions.

Additional Information

Bill lives in Unionville, Pennsylvania with his wife Lynda and three sons, Blake, David, and Stephen. Outside of the office, Bill is dedicated to spending quality time with his family with an emphasis on camping (usually with the Boy Scouts), skiing, golfing, and enjoying all things near the Brandywine (river). On his own time, Bill enjoys the exhilaration of mountain biking and is addicted to growth of all kinds (personal, professional, spiritual, and educational).

NAPFA Start Date

December 29, 1999


This Office

7234 Lancaster Pike Ste 220A Hockessin, DE 19707 Phone: (302) 239-1654