William Simpson (BS, CFP®, MBA)

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

  • College/Education Planning
  • Divorce Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Resolute Financial is an independent fee-only financial planning and investment management firm based in Portsmouth, New Hampshire. We provide comprehensive financial planning services that can examine and provide solutions for each aspect of a client's financial life including:  retirement planning, education planning, investment management, risk-insurance management, tax planning, and estate planning.

Additional Information

Bill Simpson is a managing partner at Resolute Financial, LLC, a fee-only financial planning and investment management firm located in Portsmouth, New Hampshire and Newburyport, MA. He brings to the firm over 20 years of professional experience working with individuals and corporations to develop and implement solutions to complex financial and management issues. He became a Certified Financial Planner TM practitioner after earning a certificate in Financial Planning from Boston University, meeting the experience requirement, and passing the rigorous 10-hour Certified Financial Planner TM exam. In addition, he has a Bachelor Degree in Mechanical Engineering from Worcester Polytechnic Institute and a MBA from Boston College where he graduated with honors. Prior to founding AFP, Bill was employed at The Harbor Group, a wealth management firm in Bedford, New Hampshire, providing financial planning and investment management services to affluent individuals and families. Bill is a member of the Financial Planning Association, and has the New Hampshire Accident, Health, and Life Insurance License, which enables him to offer insurance consulting services.

NAPFA Start Date

June 20, 2008

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This Office

875 Greenland Rd Unit A10 Portsmouth, NH 03801-7124 Phone: (603) 380-9226