Thomas K. Williams

CFP®, CPA

Financial Advisor / Member Owner

My perfect workday would include helping clients solve problems, and it wouldn’t be so bad if the stock market went up strongly as well.

1200 Broadcasting Road Suite 100 Wyomissing, PA 19610
610.927.4685

Tom is a financial advisor in Savant’s Wyomissing, PA office. He has a membership interest in Savant.

Tom has a deep background in income, estate, and gift taxation and is relied upon for guidance in helping clients develop legacy plans for their family and charitable intentions. He is known for his willingness to serve others, whether in the community, as a mentor to staff, or as a technical lead on financial planning.

As a CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant (CPA), Tom is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Tom has been involved in the financial services industry since 1995. He was a founding partner, senior wealth advisor, and Chief Executive Officer for Domani Wealth until it joined with Savant in 2023.

Tom is a member of the Financial Planning Association, the Financial Planning Association of the Philadelphia Tri-State Area, the American Institute of Certified Public Accountants, and the Pennsylvania Institute of Certified Public Accountants.

Tom is a member of the board of the Caron Foundation and serves on its investment committee and finance committee. He is a board member of Berks Encore and serves on its operations committee and helps to provide investment oversight on their endowment funds. Tom also serves as a trustee of the Marshall Hughes Scholarship Foundation.

Tom earned a bachelor of science degree in accounting from Bloomsburg (PA) University. In his free time, Tom enjoys hunting and fishing, and he treasures an autograph from JFK.


Education &
Designations

  • Bloomsburg (PA) University
    Bachelor of Science in Accounting
  • CERTIFIED FINANCIAL PLANNER® professional
  • Certified Public Accountant (CPA)

Affiliations &
Community Service

  • Financial Planning Association – member
  • Financial Planning Association of the Philadelphia Tri-State Area – 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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® 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.

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