Toll Free (855) 847-1354

Our Team


Patrick Williams

Founder & Principal

Patrick Williams has been managing investments since 1985 providing a comprehensive customized approach for individual investors who wanted to take advantage of his experience, knowledge, investment process and methodology. With more than 30 years of investment experience, he has weathered both the ups and downs of the market cycles. His primary goal in mind is to minimize portfolio downside exposure while maximizing the risk adjusted returns required by investors who seek to preserve and/or grow their portfolios.

Starting his career in 1985 with a regional financial planning group Northstar Resources Group, in Minneapolis, Minnesota. He subsequently he founded The Williams Group, Inc. in 1988, for the next seventeen years he grew an organization which focused on retirement plans, employee benefits and investments. In 2002, as a founding principal he formed the KNW Group, LLC., became the managing partner of, which later was sold to NFP Corp. in April of 2004. In 2008 he embarked on starting a new organization the Williams Group, designed with the focus of Fiduciary Standards to address and meet the needs of individuals, focusing on the management of individual participant retirement plan investments. We have no ties to, nor receives commissions or compensation from any mutual fund company, banking institution, or insurance company. We strive to offer truly unbiased, objective investment advice with only our clients’ best interests in mind.

Patrick is an Investment Adviser Representative (IAR) licensed in Florida. He has earned the professional designation of ACCREDITED INVESTMENT FIDUCIARY® AIF from the Foundation for Fiduciary Studies in association with Joseph M Katz Graduate School of Business, University of Pittsburgh. The AIF® designation is the mark of commitment to a standard of investment excellence.