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Financial Services

WPS Financial Advisors, LLC is an independent, fee-only Registered Investment Advisor (RIA) firm focusing on true wealth management. Long-term relationships are our foundation. We want to know about your family, your background, your goals and dreams. Our clients sleep well at night knowing they have a trusted advisor watching over the entirety of their financial lives. This is the essence of true wealth management.

About WPFS

At WPS Financial Advisors, we are focused on building relationships that endure. Wealth management is more than just picking investments. It's about you. Your values, your goals, your dreams. That is why we have developed an approach we call "True Wealth Mangement," where we provide advice that is more comprehensive than any advisory relationship you may have experienced before. We believe strongly that we must develop a deep understanding of each client's financial picture in order to provide the most thoughtful long-term solutions to achieve their goals and dreams.\

Wealth Management

As an independent fee-only advisory firm, WPS always does what is in our clients best interest. We do not participate in either commission or transactional compensation. We offer advice on more than just investments. At WPS, we are passionate about providing true wealth management, leaving no aspect of clients' financial lives to chance. At WPS, we believe that “True Wealth Management” should be a continuous, proactive, and dynamic process that should involve regular discussions with you and your family.

Your Wealth Strategy

We believe the best wealth strategies are well planned out, taking all facets of your financial life into consideration. As our relationship develops, our focus remains on you and resolving complex issues within the following four life planning components: Enhancing Wealth, Protecting Wealth, Transferring Wealth, and Donating Wealth. Each component is well thought out and addressed when, and if, it plays an integral role in your life. We help you identify and address the needs and issues as they arise. These are the key components of our regular and ongoing meetings.

Our Services

Investment Management Portfolio Design Analysis Retirement Planning Monte Carlo Analysis Business Retirement Plans Estate Tax Planning Charitable Giving Strategies Asset Protection Strategies Insurance Needs Analysis Cash Management & Budgeting Capital Needs Analysis (Goal Funding) College Savings Funding Employee Stock Option Planning Income Tax Planning Business Valuations
The Bam Alliance
WPS is proud to be a member of the BAM ALLIANCE, a community of more than 130 independent wealth management firms located throughout the United States – united in belief and practice that there is a better, more effective, and more resilient way for investors and their families to safeguard their financial futures and realize their dreams.
Brad Williams Mark Shiller

Brad Williams

Brad began his career with the “Big 4” accounting firms, first working for KPMG in Billings, then for Coopers and Lybrand in Spokane. Brad has been in Sandpoint since 1991. Brad grew up in Libby, Montana and has spent his life in the northwest. Brad specializes in providing planning, tax and accounting services to business and their owners. In addition to being a CPA, he also holds the Personal Financial Planning Specialist designation. He is active in the profession and the community.

Mark Schiller

Mark began his career in 2001, specializing in wealth management, portfolio construction, investment management, estate planning, insurance needs analysis, tax planning, and business consulting and valuations. In addition to being a Certified Financial Planner professional, Mark is also a CPA and is Accredited in Business Valuation. Mark received his B.A. in Accounting from Concordia College, Moorhead, MN. He also holds graduate certificates in Estate Planning and Financial Analysis from the College for Financial Planning.
Copyright © 2016 Williams & Parsons, PC. All Rights Reserved
Williams & Parsons, PC
708 Superior St. Sandpoint, Id 83864
Phone: 208-265-5959
WPS
WPS Financial Advisors, LLC is an independent, fee- only Registered Investment Advisor (RIA) firm focusing on true wealth management. Long-term relationships are our foundation. We want to know about your family, your background, your goals and dreams. Our clients sleep well at night knowing they have a trusted advisor watching over the entirety of their financial lives. This is the essence of true wealth management.

About WPFS

At WPS Financial Advisors, we are focused on building relationships that endure. Wealth management is more than just picking investments. It's about you. Your values, your goals, your dreams. That is why we have developed an approach we call "True Wealth Mangement," where we provide advice that is more comprehensive than any advisory relationship you may have experienced before. We believe strongly that we must develop a deep understanding of each client's financial picture in order to provide the most thoughtful long-term solutions to achieve their goals and dreams.

Wealth Management

As an independent fee-only advisory firm, WPS always does what is in our clients best interest. We do not participate in either commission or transactional compensation. We offer advice on more than just investments. At WPS, we are passionate about providing true wealth management, leaving no aspect of clients' financial lives to chance. At WPS, we believe that “True Wealth Management” should be a continuous, proactive, and dynamic process that should involve regular discussions with you and your family.

Your Wealth Strategy

We believe the best wealth strategies are well planned out, taking all facets of your financial life into consideration. As our relationship develops, our focus remains on you and resolving complex issues within the following four life planning components: Enhancing Wealth, Protecting Wealth, Transferring Wealth, and Donating Wealth. Each component is well thought out and addressed when, and if, it plays an integral role in your life. We help you identify and address the needs and issues as they arise. These are the key components of our regular and ongoing meetings.

Our Services

Investment Management Portfolio Design Analysis Retirement Planning Monte Carlo Analysis Business Retirement Plans Estate Tax Planning Charitable Giving Strategies Asset Protection Strategies Insurance Needs Analysis Cash Management & Budgeting Capital Needs Analysis (Goal Funding) College Savings Funding Employee Stock Option Planning Income Tax Planning Business Valuations Member of the BAM ALLIANCEWPS is proud to be a member of the BAM ALLIANCE, a community of more than 130 independent wealth management firms located throughout the United States – united in belief and practice that there is a better, more effective, and more resilient way for investors and their families to safeguard their financial futures and realize their dreams.
The Bam Aplliance Brad Williams Mark Schiller

Brad Williams

Brad began his career with the “Big 4” accounting firms, first working for KPMG in Billings, then for Coopers and Lybrand in Spokane. Brad has been in Sandpoint since 1991. Brad grew up in Libby, Montana and has spent his life in the northwest. Brad specializes in providing planning, tax and accounting services to business and their owners. In addition to being a CPA, he also holds the Personal Financial Planning Specialist designation. He is active in the profession and the community.

Mark Schiller

Mark began his career in 2001, specializing in wealth management, portfolio construction, investment management, estate planning, insurance needs analysis, tax planning, and business consulting and valuations. In addition to being a Certified Financial Planner professional, Mark is also a CPA and is Accredited in Business Valuation. Mark received his B.A. in Accounting from Concordia College, Moorhead, MN. He also holds graduate certificates in Estate Planning and Financial Analysis from the College for Financial Planning.
Copyright © 2016 Williams & Parsons, PC. All Rights Reserved
Williams & Parsons, PC
708 Superior St. Sandpoint, Id 83864
Phone: 208-265-5959