Greg Will (CFP®, CPA, MST, Retirement Management Advisor®)

Greg Will focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Retirement Planning

Stock Option and Founders Stock Planning

Advanced Tax Planning

Roth Tactics 

Additional Information

Greg is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ with over ten years of financial services and tax experience.  He earned a Bachelor's of Science in Accounting and a Master's of Science in Taxation from the University of Baltimore.  Greg focuses on financial and tax planning for high net worth individuals, their closely held businesses, and their trusts and estates. Among many areas of expertise Greg has a niche practice in stock options planning and advising for option recipients.  Greg has a passion for minimizing clients’ taxes so that they can keep more of their hard-earned money, he enjoys the challenge of incorporating advanced tax planning into holistic financial plans for clients.

Greg is a member of several professional organizations, regularly presents seminars for professional groups, and has served as an expert witness. Greg enjoys spending his free time with his wife and three sons.

NAPFA Start Date

August 23, 2019


This Office

839 Bestgate Rd Ste 400 Annapolis, MD 21401-3474 Phone: (410) 793-7479

Other Offices

199 E Montgomery Ave Ste 100 Rockville, MD 20850-2361 Phone: (410) 775-5888
6700 Alexander Bell Dr Ste 200 Columbia, MD 21046-2105 Phone: (410) 775-5888
321 Ballenger Center Dr Ste 202 Frederick, MD 21703-4566 Phone: (410) 775-5888