Thomas’s Approach
Thomas K. Williams
CFP®, CPA
Financial Advisor / Member Owner
Overview
Thomas “Tom” Williams serves as a financial advisor in our Wyomissing, Pennsylvania, office, where he focuses on comprehensive financial planning and legacy strategies for families and charitable organizations.
Involved in the financial services industry since 1995, Tom brings experience in income, estate, and gift taxation, guiding clients through wealth transfer, philanthropy, and proactive tax planning. He also advises on retirement cash flow projections, income optimization, insurance analysis, debt management, and education funding.
Tom was a founding partner, senior wealth advisor, and CEO of Domani Wealth until it joined Savant in 2023. He is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Public Accountant (CPA), and he earned a bachelor’s degree in accounting from Bloomsburg University of Pennsylvania.
Tom is a member of the Financial Planning Association, the American Institute of Certified Public Accountants (AICPA), and the Pennsylvania Institute of Certified Public Accountants. He’s heavily involved in his community, sitting on the board for the Caron Foundation and serving on its investment and finance committees. He’s also on the board at Berks Encore, where he serves on its operations committee, and is a trustee for the Marshall Hughes Scholarship Foundation.
When he’s not working with clients or serving in the community, Tom enjoys hunting and fishing and treasures an autograph from President John F. Kennedy.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Accounting & Consulting Services
Integrated accounting, tax, payroll, and advisory services that help business owners navigate complexity, evaluate opportunities, and plan for the future.
Education
- Bloomsburg University of Pennsylvania
Bachelor of Science in Accounting
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Public Accountant
Affiliations
- Financial Planning Association – member
- American Institute of Certified Public Accountants (AICPA) – member
- Pennsylvania Institute of Certified Public Accountants – member
- Caron Foundation – board member, Investment Committee member, Finance Committee member
- Berks Encore – board member, Operations Committee member
- Marshall Hughes Scholarship Foundation – trustee
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
All Insights by Thomas K. Williams
1 insight
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.