About Us Founded in 1988, Williams Financial Group is a privately held Dallas-based financial services firm with over 6.5 billion in assets under management.
We provide a broad range of securities, brokerage, advisory and investment services to over 270 independent Financial Professionals, giving them the ability to independently serve their own clients who are primarily individual investors and select institutions.
Businesses:
WFG Equity Partners Inc. WFG Equity Partners Inc. a subsidiary of Williams Financial Group Inc., offers wealth management opportunities to accredited investors through private placements and a diverse inventory of alternative investments. Past offerings include: diversified sectors such as oil & gas, REITS, Secured / Mezzanine Debt, Medical Care, Hedge Funds, and Managed Futures. WFG Insurance Services Inc.
WFG Insurance Services Inc., a subsidiary of Williams Financial Group Inc., is a licensed insurance agency providing a wide variety of insurance products and services.
WFG Advisors, LP WFG Advisors, LP is a subsidiary of Williams Financial Group Inc., and an SEC registered investment advisory firm. WFG Advisors provides fee-based wealth advisory and retirement services that include: wrap accounts, advisor directed or third party-managed accounts, asset allocation and portfolio reporting. tax trust, estate and financial planning services.
WFG Investments, Inc. a subsidiary of Williams Financial Group Inc., is a registered broker - dealer and a member of FINRA and SIPC. In addition to serving as a registered broker - dealer to process transactions, WFG Investments Inc. offers a comprehensive range of products, including stocks, bonds, options, mutual funds, unit investment trust, Alternative Investments, CDs, 401Ks, IRAs, 529 Plans and cash management with check writing and credit card services, online bill pay, and electronic funds transfers. Services: Value Added Support: Clearing FirmsMemberships- Financial Services Institute (FSI), an advocacy and membership organization for independent broker dealers and financial advisors.
- The Municipal Advisory Council of Texas (MAC), a membership organization whose mission is to promote effective and efficient investment banking, underwriting, trading and sales of municipal debt by collecting, maintaining and distributing information relating to issuing entities.
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