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Our Mission Statement

Williams Tax and Financial Services was founded with the goal of providing our clients with individualized and professional financial services in order to assist them with all aspects of their financial lives. We begin with a client’s taxes, use our expertise to organize an investment management* plan, help plan for retirement, and more. We provide the most personal service available, which has played a large role in the development of our reputation for excellence in our industry. We help our clients plan for their financial futures, and we’ve been serving Richmond, Winchester, Lexington, Berea, Mt. Vernon, and Central Kentucky for more than 15 years.

Our Commitment

Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only will you find that our team members are knowledgeable, but you will also discover that our staff truly cares about pursuing your dreams. As your financial professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.

Our Principal

Williams Tax and Financial Services is based on the principle that education and understanding of your current financial situation are vital to successfully making prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email, give us a call, or contact us online.

This three-minute video explains how your financial advisor will start with our tax preparation services, define and prioritize your wealth management issue, craft a plan, and then implement that plan.

* These services are offered by Tim Williams through his affiliation with HD Vest.