Family Office Advisors
Fully Integrated Financial & Tax Planning
FEE-ONLY • FLAT FEE • FULLY FIDUCIARY
Commission-free advice designed for high-earning professional families
“Not only had Bill given me great advice over the years, he has brought me to the point where I feel confident making great financial decisions relative to my specific goals around financial security”
— Dr. Marcus W. | Neurologist
Southernmost Advisors has not provided any compensation for the endorsement shown. This endorsement was provided by a non-client. To our knowledge, no conflicts of interest exist regarding this endorsement.
He and I have had so many conversations about personal finance in a lot of different ways that just, you know, as friends have made it really make sense to me. And he’s always cared about my personal goals when it comes to what I want, the direction I wanna go with my life financially, the type of security that I wanna have. And he’s been able to give me really sound advice that makes sense so that at this point, after twenty some years of doing this side by side with him, I feel that I can very confidently make choices for myself. I feel educated and I feel comfortable doing that.
And I’m so excited, for him to now be taking on new clients to do the same thing for them that he’s done for me for over two decades, basically. And I know a hundred percent that every person that he works with, he’s going to treat just like me, just like family. And his goals are to take the knowledge that he has and to give it to as many people as he can so that they can use that information to direct the course of their own lives without getting the cookie cutter version of what most of us get if we just go to a run of the mill financial planner.
Find Out How Southernmost Advisors is Different From Your Average Wall Street Firm
The goal was simple: Build the firm I would actually want for my own family. That meant checking three important boxes.
Must be Fully Integrated: Covering retirement, income planning, tax, investment management, estate & insurance consulting, cash flow analysis & more.
Must be Free from Conflicts of Interest: Absolutely no commissions of any kind. No payments or hidden incentives from ‘product partners’ offering ‘support’ for client events. A fee that is simple and transparent.
Must have In-House Investment Management: Institutional quality infrastructure that allows us to customize strategies to the specific goal, keep fees in check and maximize tax advantages.
“I was a client of Bill’s at his former firm, and it is rare to find an advisor who combines deep expertise with truly objective, unbiased advice. Bill genuinely cares about your personal situation first, and then delivers entirely objective advice specifically for you, even when it doesn’t benefit him”
— Rajiv S. | Financial Technology Executive
As Seen In
Southernmost Philosophy
We’re here for those who work hard, earn well, and still wonder “Do I have enough to show for this?” Our job is to put all the pieces together, relieving you of stress, freeing you to live the life you have earned.
Your money should be a tool to live your version of a great life, not become yet another complexity to worry about.
Fully Integrated Tax & Financial Planning
Tired of being sent to speak with a CPA by your financial advisor? Providing Family Office services means, we act as a one-stop shop that manages your taxes, investments & overall financial plan in-house, with every asset, document and personal record organized in one place by a team who understands your unique needs.Flat-Fee Planning, Fee-Only Investing
No commissions means conflict-free advice. As a fully independent, fee only, Family Office, we offer something not many financial professionals can: impartial advice on what your financial needs may look like, without the conflict of earning commission from product sales.20 Years of Indexing & Investment Experience
I’ve been known to be obsessed with data and, endearingly called a math nerd, across my 20 years in the industry. That obsession with data has fueled a decade designing custom index portfolios, focused on managing risk, demanding evidence over Wall Street storytelling, & aligning every decision with client goals.
“Bill is down to earth and genuinely cares about you and your family. He focuses on building relationships and has a straightforward approach to explaining difficult concepts. Instead of simply telling you what to do, he uses data to clearly explain your investment options and the benefits and drawbacks of each option. Bill is dedicated to his craft and is consistently available to answer questions. Bill is transparent & honest; I rest well at night knowing that I can trust Bill to partner with me in planning a secure future for myself and my family.”
— Mike D. | Math Teacher & Realtor®
Does This Sound Like You?
Practicing Physicians & Nurses
Common Challenges:
- Tax planning and optimization
- Juggling student loans, mortgage, college and retirement
- Exploring investment strategies beyond the 401k/403b
Big 4 Firm Accounting Professionals
Common Challenges:
- Maintaining investment independence compliance
- Coordinating multiple pension and LTI plans
- Cashflow and tax coordination
Finance and Real Estate Professionals
Common Challenges:
- Need a financial plan without the frills
- Coordination of tax, estate, & insurance
- Navigating unique investment opportunities
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We Get It.
Meeting with a Financial Advisor can feel overwhelming and intimidating. A quick call with us can help take this stress off your chest.
Our conversation will focus on you and your story.
In Fact, Here’s Exactly What You Can Expect:
Discuss your situation
See if we’re a good fit
Talk about next steps
