Greg Will, CFP®, CPA Greg Will
- 321 Ballenger Center Dr., Ste 202, Frederick, MD 21703
- (410) 775-5888
- https://www.bestgatewealth.com/
About Greg Will, CFP®, CPA, CIMA, MTAX, RMA, PFS, CFE
Greg is a financial advisor with over ten years of financial services and tax experience. He earned a Bachelor’s of Science in Accounting and a Master’s of Science in Taxation from the University of Baltimore, and completed the Investment Management Theory and Practice program at Yale. Greg specializes in retirement planning because he enjoys helping clients remain financially secure so that they can make the most out of their retirement. Greg also has an expertise in advising stock option recipients, high net worth individuals, and trusts. Greg has a passion for minimizing clients’ taxes so that they can keep more of their hard-earned money, he enjoys the challenge of incorporating advanced tax planning into holistic financial plans for clients.
Greg is a member of several professional organizations, regularly presents seminars for professional groups, and has testified as an expert witness. Greg enjoys spending his free time with his wife and three sons.
What do all those letters stand for?
CPA- Certified Public Accountant
CFP- Certified Financial Planner
CIMA- Certified Investment Management Analyst
MTAX- Masters in Taxation
RMA- Retirement Management Advisor
PFS- Personal Financial Specialist
CFE- Certified Fraud Examiner
Read Greg’s blog here: https://www.bestgatewealth.com/blog
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Baby Boomers
- Estate Planning
- Retirement Planning
- Tax Planning
Ways Advisor Charges
- Quarterly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Quarterly Fee: $1250/qtr
- Flat Fee: $5000/engagement
- Assets Under Management: 1.25%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
