Jeffrey Williams has spent over 30 years working in financial services and helps his clients better understand, simplify, and manage their finances without getting lost in the big-brokerage maze and without being charged excessive fees. Jeffrey places clients’ interests at the forefront and avoids conflicts that can be part of traditional broker- and sales-based advisor relationships. His professional background offers a seasoned perspective in building and managing investment portfolios for long-term guidance. He is particularly focused on strategic asset allocation enacted through a deep understanding of clients risk thresholds, timelines, and priorities. Jeffrey focuses on the big-picture by combining financial planning with investment management to address short term capital needs and long term retirement goals.

Prior to Fairscale, Jeffrey founded Williams Wealth Management. He was also an advisor at Citizens Investment Services and LPL Financial. He received his Bachelor’s degree in Business Leadership from Northeastern University in Boston, Massachusetts. Jeffrey is a CERTIFIED FINANCIAL PLANNER™ professional and is committed to continuous education.

Outside of the office, Jeffrey can be found golfing at Vesper Country Club or spending time with his family. Jeffrey plays competitive golf and frequents many of the world’s top golf courses. Jeffrey also participates in several philanthropic organizations.

If you see Jeffrey in passing, ask him about his philosophy on “Fees.”