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.