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 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.
A Traditions Welcome from Lemar Williams on Vimeo.
THE TRADITIONS FAMILY EXPERIENCE
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.

MEET LEMAR WILLIAMS
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.”
OUR SERVICES
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.
RESOURCE CENTER
Expand your knowledge. Articles and resources about wealth and legacy planning, retirement planning, estate planning, investing, and more.
Visit our Resource Center for additional information and topics.
Create a Plan for Death and Taxes
I recently talked about the importance of Tax Planning on The Daily Flash, a nationally syndicated morning TV show (See below to watch the...
A Family Enterprise Approach to Generational Wealth
The goal and purpose of Traditions Wealth and Legacy Planning is to help families sustain wealth for multiple generations. According to research:...
Lemar Williams Recognized as a 2022 Top 50 Under 50 Financial Services Professional
We’re proud to share that Lemar Williams, Founder & President of Traditions Wealth & Legacy Planning, was recognized by the Association...