Williams Financial Acquires The Langtree Group

For Immediate Release


James J. Williams, CEO
Williams Financial Management, LLC
508 Main Street
Bennington, VT 05201


Bennington, VT, April 6, 2015: Williams Financial Management, LLC has announced the acquisition of The Langtree Group, Inc., a company doing business as Langtree Associates of Westminster, MA and Bennington, VT and Collins Financial Advisors of Melrose, MA.

“The Langtree Group has superior financial planning systems and is one of the best I have seen. We are excited to combine their services with our great tactical investment management programs. We believe clients are looking for a firm that can provide both guidance and oversight through financial planning, coupled with strong investment management services,” said James J. Williams, CEO of Williams Financial Management, LLC. “The merger gives us the best of both worlds.”

Williams Financial Management, LLC is a fee-only, registered investment advisory firm, registered in the states of Vermont, Massachusetts, New York, and New Hampshire. The firm provides comprehensive financial planning and investment management services to individuals, families, and businesses around the country. This acquisition provides the firm with office locations in Albany, NY; Bennington, VT; Westminster, MA; and Melrose, MA; with an additional meeting location in Harvard, MA.

“Langtree has been providing hourly based, fee-only financial planning and investment advice for clients from many walks of life. We are excited to team with Williams Financial to expand our offering as we continue to see our firm grow exponentially,” said Janice Swenor, president of The Langtree Group, Inc.

The firm is headquartered in Bennington, VT and currently has 13 employees.

Individuals and the media looking for more information about the acquisition may browse www.williamsfinancial.net or contact the main office at 866-986-4469.