Make Financial Independence Your New Family Tradition

We’ll help you pursue prosperity for generations to come.

Financial Planning and Wealth Management

We have helped hundreds just like you create a plan for their wealth and legacy.

Subscription Based Financial Planning

Financial planning that meets you where you are, with no account minimum.

Create a multi-generational plan for your family wealth.

We are dedicated to helping families seek their wealth potential in alignment with their goals, values, and principles. As wealth and legacy planners, we offer comprehensive financial plans that include guidance for your trust, estate planning, insurance, and investment needs.

We also believe that preserving wealth for the next generation is dependent upon helping your beneficiaries understand and implement the legacy you pass on to them. That is what we aim to do.


We believe in treating our clients as if they were our own family.

Our goal is to foster a trusting relationship with our clients so we can anticipate their needs and proactively find strategies and solutions. We care for our clients by helping them plan for every life situation. This is the spirit behind our comprehensive approach.


Founder & President

“It is my firm belief that every person has the potential to create the type of wealth that can impact more than one lifetime. I look forward to working with you and your family in an effort to make this belief a reality.”

* Lemar Williams was awarded the Top 50 under 50 Diverse Finanical Professional Award in 2022 by the Association of African American Financial Advisors.


Comprehensive wealth and legacy planning strategies for you, your family, and your family to come.

Investments & Insurance

Investment Planning
(Wealth Accumulation)

Insurance Planning
(Wealth Protection)

Retirement & Financial Independence Planning

Plans Seeking Financial Confidence

Education Planning

Life Event Planning

General Financial Guidance

Family Legacy Planning

Family Mission Statement

Family Constitution

The Family Story

Trust & Estate Planning

Trust Services

Family Estate Guidance

Estate Planning Annual Review

Tax Planning

Tax Review and Preparation

Tax-Efficient Investment Strategies

Tax Loss Harvesting

Tax Planning for Restricted Stock Units, Grants, and Stock Options

Business Owner Services

Business Valuation Service

Succession and Exit planning

Retirement Benefits and Analysis

Traditions Wealth & Legacy Planning and LPL Financial do not provide legal advice or services.

Please consult your legal advisor regarding your specific situation.


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