Linscomb & Williams

Linscomb & Williams has grown in popularity over the years, paralleling the rising interest in the fiduciary model. Almost 1,900* families now work with our team. Linscomb & Williams was established in the early 1980s, using a later-named model as the "Fiduciary Method." It was set up as a registered investment advisor and embraces the responsibility to act in the best interest of the clients. George Williams and Dan Linscomb, who are now retired, built the business to be the families' trusted advisor. The firm would offer its clients comprehensive financial planning and tax planning services, as well as investment management. It also provides ongoing coaching "for whatever comes your way" that will help clients achieve their goals. This was a revolutionary idea at the time.