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

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

  • Federal Employees
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Retirement Planning

Advanced Tax Planning

Roth Tactics 

Additional Information

Greg is a financial advisor with over fifteen 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, and completed the Investment Management Theory and Practice program at Yale. Greg specializes in retirement planning because he enjoys helping clients remain financially secure so that they can make the most out of their retirement. Greg also has an expertise in advising stock option recipients, high net worth individuals, and trusts. 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, serves on the board and as treasurer of the Financial Planning Association in Maryland, is vice president of the Frederick Estate Planning Council, regularly presents seminars for professional groups, and has testified as an expert witness. Greg is a recipient of the Personal Financial Planning Standing Ovation award from the American Institute of CPAs. The award recognizes CPA Financial Advisors who exhibit exemplary professional achievement in personal financial planning services. Greg enjoys spending his free time with his wife Anna and three sons Christian, Samuel, and Marcello. What do all those letters stand for? CPA- Certified Public Accountant CFP®- CERTIFIED FINANCIAL PLANNER™ CIMA- Certified Investment Management Analyst MTAX- Masters in Taxation RMA- Retirement Management Advisor PFS- Personal Financial Specialist

NAPFA Start Date

August 23, 2019