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About Williams Group

Investing is much more complicated today than it was several years ago. The variety of mutual funds, ETFs, stocks, bonds, and international securities continues to grow. With so many choices and increasingly volatile financial markets, it has become more difficult for individual investors to monitor their own portfolios and make timely investment decisions. However, the decisions an investor makes today and in the future can significantly affect his or her long-term financial security.

Williams Group (WG) was founded to help plan participants and individuals who do not have the knowledge, time or inclination to give to their retirement savings accounts with their employer, and any other investments they require. Through our portfolio development and management process, WG takes full advantage of the investment options available in a client’s 401(k), 403(b), IRA, or other type of managed account to meet his or her long-term goals and tolerance for risk.

Patrick Williams is an independent, fee-only, Investment Advisor Representative. Unlike many other firms, Patrick has no ties to, nor receives commissions or compensation from any broker, mutual fund company, banking institution, or insurance company. I strive to offer truly unbiased, objective investment advice with only our clients’ best interests in mind.

As the founder of the Williams Group; I have worked in the investment industry for more than 30 years. I have weathered the ups and downs of many market cycles. My goal is to minimize downside exposure while maximizing the risk adjusted returns required by investors who seek to preserve and/or grow their investments. I have earned the professional designation of ACCREDITED INVESTMENT FIDUCIARY® AIF from the Foundation for Fiduciary Studies in association with Joseph M Katz Graduate School of Business, University of Pittsburgh. The AIF® designation is the mark of commitment to a standard of investment excellence. I am an Investment Adviser Representative (IAR) licensed in the state of Florida.

I am committed to providing exceptional, personalized service. After a thorough analysis, I will select and manage a portfolio designed to meet your specific needs. Whether you have a long-term time horizon and are looking to maximize gains, or would like to generate current income and minimize volatility, our team will manage your portfolio and handle all of the day-to-day investment decisions.