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William N Price CFP®, CPA, MS

Owner

About

William has been self employed since 1981. Initially I provided accounting services to the local business community. After obtaining the Certified Public Accountant designation in 1984 I started to provide income tax preparation services. Due to the volume of questions regarding financial matters, I obtained the Certified Financial Planner designation in 1988. In order to assist clients in following through on their plans, I became licensed for securities. I now have a client base of approximately 100 families where we focus on tax, financial, education, and estate planning with a multi-generational approach. I have been working with some families for three generations.

Services

Estate Planning
Wealth Management
Tax Planning
Income Tax Preparation
Education Planning

INVESTMENT PHILOSOPHY/SPECIALITY/NICHE

With close to 40 years of experience, we can draw on a long history of serving clients in a variety of situations. We take a holistic approach to financial planning focusing on the issue at hand with an eye to tax and long term implications.

Staff

Cherry Ann Barr
Office Manager

Contact

21800 Beallsville Rd
Barnesville, MD 20838

PO Box 68
Barnesville, Md 20838

(301) 428-8191 (Office)

(866) 896-2325 (Fax)

william@williamprice.com



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