Providing personal financial planning
and independent, sensible investment
advice and management
Newcomb Financial Advisors, LLC provides clients with an independent, ethical alternative to commissioned planners and product salesmen.
As a fee-only financial planner, William H. Newcomb, CFP®, MBA, JD will help you work through the complexity of managing your financial affairs.
Personal Financial Planning
My goal is to provide the highest quality, most objective advice available. Recommendations are delivered in an integrated, comprehensive financial plan covering all aspects of your financial life. I strive to provide confidence, clarity and peace of mind to clients.
Investment Advice and Management
As a Registered Investment Advisor, Newcomb Financial Advisors, LLC operates under a stringent fiduciary responsibility to clients. Investments are managed through custodial accounts using asset allocations most appropriate to your risk tolerance and investment horizon. Independent, sensible advice is my guiding principle.
Contact me for a no cost, no obligation “get acquainted” meeting to begin your financial planning process (919-593-5545).
