Domani Wealth Offices Closed September 24th                                                                    

All Domani Wealth offices will be closed on Tuesday, September 24, 2019 for employees and their families to enjoy a special Appreciation Event in recognition of the team’s work and dedication to providing quality service to clients throughout the year. If you have an urgent matter and need immediate assistance on this day, please contact your advisor on their cell phone.

We appreciate your understanding.

Thomas K. Williams, CFP®, CPA

Chief Executive Officer

Thomas K. Williams, CFP®, CPA
Partner | Senior Wealth Advisor | CEO

It’s in the technical details, and it’s in the relationships.

That’s what Tom Williams is proud to contribute to Domani Wealth and its client base.

He’s been a pillar of our wealth advisory business since it began, as a founding partner. He most enjoys helping clients develop customized financial plans, providing strategy and options to help each person and family fulfill their personal goals.

“My perfect workday would include helping clients solve problems, and it wouldn’t be so bad if the stock market went up strongly as well,” he says.

In the time he’s been at Domani, he’s seen our services become more specialized. He works closely with our firm’s Investment Strategy Group to both construct and maintain client portfolios, enabling continual alignment with client goals and risk levels.

As a trained CPA, Tom incorporates his tax knowledge to advise clients and their businesses on financial matters. He also has a deep background in trust, estate, and gift taxation, which benefits clients as they look to transfer wealth. He is relied upon for his guidance whether its through philanthropic ends or leaving a legacy for a family – or both!

He is known for being willing to serve others, whether in community roles, as a mentor to internal staff, and as a technical lead on financial planning. Tom also serves as Domani Wealth’s Chief Executive Officer, and keeps our team grounded and growing as an executive decision maker.

Tom enjoys leading the team in Domani Wealth’s Wyomissing office. The core value that most resonates with him is integrity, “which we embody by always putting the client first,” he says.

In his free time, Tom enjoys hunting and fishing, and he treasures an autograph from JFK.

 

Professional Accreditations & Education 
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant
  • BS Accounting, Bloomsburg University

 

Professional Memberships 
  • Financial Planning Association
  • Financial Planning Association of the Philadelphia Tri-State Area
  • American Institute of Certified Public Accountants, Personal Financial Planning Section
  • Pennsylvania Institute of Certified Public Accountants

 

Community Involvement (Current and Prior)
  • Berks Encore, Board and Operations Committee
  • Caron Foundation, Board, Investment Committee Chair, Finance Committee
  • Vision Resource Center of Berks County, Business Advisory Board
  • Marshall Hughes Scholarship Foundation, Trustee
  • Washington Library Club, Investment Committee
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