About WPS
In 2007, Brad Williams, CPA, PFS and Mark Schiller, CPA/ABV, CFP® founded WPS in response to our clients’ demands to extend our services beyond our traditional CPA firm. Clients were searching for an advisory relationship that was free from conflicts of interest and focused on them.
What we created was an independent advisory firm that is focused on what is in our clients’ best interest. No sales. No commissions. Just unbiased financial advice.
At WPS we recognize the importance of personalized services that are specifically tailored to our client’s needs. As an independent fee-only advisory firm, WPS does not participate in either commission or transactional compensation, nor do we sell any financial products. We involve the client in the decision-making process, keep them informed along the way, and above all else, we hold highly our fiduciary obligation to our clients and pledge to serve you with utmost good faith and integrity.
