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
- 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
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff, enable our firm to develop a diversified investment portfolio along with an individualized wealth plan. Our firm does not manufacture investment products or receive any compensation from the investments we recommend. We are fully transparent in the advisory fees we charge. This is an essential part of maintaining a client first relationship.
Patrick is a Senior Wealth Advisor working directly with clients on all matters related to financial planning and investment management. He is a graduate of Stanford University with a bachelor’s degree in economics (1987). He is a CERTIFIED FINANCIAL PLANNER practitioner.
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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