William Suplee (AIF®, CASL, CFA®, CFP®, ChFC®, MBA)

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

  • Cash Flow/Budgets/Credit Issues
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

I specialize in comprehensive financial planning and  investment management for individuals and investment advisory services for retirement plan sponsors. Whether your concerns are retirement planning, investment planning, college planning or estate planning I will help you organize and analyze all of your important issues so you can focus on the long term strategic decisions that matter.

 

I believe the Fee Only, fully disclosed model where we act solely in the best interests of our clients is the most ethical professional relationship an advisor can establish with a client.


 

Additional Information

Bill is a third generation financial professional bringing quality solutions to investors' concerns. Bill was a member of the Philadelphia Stock Exchange for over twenty years and has extensive knowledge of equities, options, risk management, portfolio management, and foreign currencies. Bill is past president and a member of the  Financial Planning Association Philadelphia -Tri State. Bill has authored numerous investment and financial planning articles. Bill lives with his wife, Mary, and daughter, Juliana, in Valley Forge, Pennsylvania. When not assisting clients, Bill spends what spare time he has being involved in community activities and enjoys all things outdoors.

NAPFA Start Date

October 04, 2007

Submit
Submit

This Office

1205 Westlakes Dr Ste 370 Berwyn, PA 19312-2405 Phone: (610) 648-0700 Fax: (610) 648-0766