William’s Approach
William B. Bain
CFP®, CIMA®
Financial Advisor
Overview
William “Will” Bain serves as a financial advisor in Savant’s Westwood, Massachusetts, office. As a CERTIFIED FINANCIAL PLANNER® professional and a Certified Investment Management Analyst® (CIMA®), he is knowledgeable in several 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.
Will began his career at Brown Brothers Harriman in Boston before joining Heritage Financial in 2017 as a paraplanner. He moved into a wealth advisor role in 2019 and became a wealth manager in 2025, partnering closely with clients to help them pursue their financial goals. Will joined Savant in 2026 when Heritage Financial joined the firm.
He earned a bachelor’s degree in economics from Middlebury College in Vermont, where he met his wife, Emma, on the track team.
Will and Emma live in Needham, Massachusetts, with their son, Caleb. Will enjoys family trips to Vermont and Cape Cod, returns to the track when he can, and spends his free time practicing the piano or playing chess.
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.
Equity Compensation
Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.
Technology Professionals
Guidance for tech professionals navigating stock options, RSUs, equity compensation, and related tax considerations as part of a broader financial plan.
University Wealth Management
Investment management and advisory services tailored to the unique needs of professors and other university professionals.
Education
- Middlebury College
Bachelor of Arts in Economics
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Investment Management Analyst®
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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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.