African American Financial Advisor 2017-09-07T19:39:09+00:00

Summary

Will Thomas is an African American Financial Advisor and the Managing Principal of The Liberty Group, LLC. As an independent financial planning firm, it is dedicated to helping clients plan for all elements of retirement with the goal of minimizing investment risk.  Hence, The Liberty Group, LLC works with a wide variety of clients, from millennials to small business owners to state, local and federal employees in and around the DMV metro area.  Will specializes in areas pertaining to high net worth individuals, but believes that all individuals deserve access to expert financial advice for themselves and their families if they truly desire it.  And it is this belief that enables Will Thomas to effectively serve clients of different age groups, backgrounds and industries.

His Story

Will has a special passion for working with government employees. Growing up in Fayetteville/Ft. Bragg, North Carolina, both of Will’s parents were government employees. His father was active duty military (Army) for 24 years before transitioning to be an employee of the federal government. And his mother; a 30 year employee of Cumberland County Schools working as a 4th grade teacher.  Will has a complete and thorough understanding of the culture and sacrifice it takes to serve one’s country and local community by being a civil servant. It is this understanding that guided Will to focus his vast technical experience on this under-served area within the community.

He created an independent financial planning firm so that he could look out for his client’s best interest, and do so without allegiance to any insurance or investment company.  Consequently, with this platform, Will is able to focus on the individuality of his clients, their goals and objectives. Rather than living retirement by default, his clients are able to live their retirement by design.

Experience

Will Thomas is a wealth management professional with more than 17 years of experience in the financial services industry. He has worked with two of the nation’s largest investment management firms; Wells Fargo and Merrill Lynch. He holds a CFP® (Certified Financial Planner™), a CTFA (Certified Trust and Financial Advisor) designation and a CIMA (Certified Investment Management Analyst) designation.

Meet Will

Will currently resides in Falls Church, Virginia with his wife and three children.  His weekends are spent being in attendance at his children’s sporting events which include basketball, soccer, softball and baseball.  In the fall, he enjoys rooting on his favorite collegiate football team, the Florida State Seminoles.  When his not working or with his family, Will spends his time exercising and working on his golf game.  Still very well rooted in North Carolina, Will frequently travels back to the Research Triangle Park and Fayetteville/Ft. Bragg area to service his clients face to face. He also devotes his time to working with local charities, membership with the African American Financial Advisor Association and other profession affinity groups.

Specialties

Financial Planning Specialties Include: Retirement Plan Design, Social Security Optimization, Medicare Planning, Defined Benefit Plans, Defined Contribution Plans, Thrift Savings Plans, 401(K) Plans, 401(K) Rollovers, Estate Planning, Portfolio Management, Employee Benefits, Debt Management, Cash Flow Analysis, Insurance Analysis, Income Tax Planning, Federal Employee Benefits, Trust Management, Roth IRAs, Traditional IRAs, IRA Rollovers, Retirement Income Planning, Mortgage Restructuring.  Serving Clients in DC, Virginia and Maryland