William Morgan

About William Morgan

Now helping successful Buckingham advisors plan for income and estate tax issues for their clients. Bill combines 30+ years of tax experience with 20+ years of investment implementation and planning. While working with clients, he delivers personalized wealth strategies which coordinate all of their investment accounts allowing his clients to be confident about their financial future and concentrate on their businesses, their families and themselves. Combining an academically tested investment philosophy with planning in wealth enhancement, wealth transfer, wealth protection and charitable giving allows our clients to stop worrying about their investments and their wealth, confident that a plan is in place to help them accomplish their financial goals.

Experience

1. Advanced Planning Advisor

   Buckingham Strategic Wealth

   Jul 2016 — Present · Wyomissing, PA

   We are Buckingham, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, health care professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. Herbein Wealth Management, LLC, founded in January became part of Buckingham in July 2016. What I post here is my opinion, not the opinion of my employer.

Education

• Susquehanna University

  BS, Accounting, Magna Cum Laude

  1972 — 1976