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About Us

Our Firm Guided By Research. Built On Trust.

For over 45 years, Freedom Point Financial Services has existed for one reason: so that the families we serve never have to carry the weight of their own financial worry.

Founded in 1981 by Bill Williams and now led by his son, David, we are a family firm that has always believed wealth management should feel less like a job and more like a relationship. We act as your personal financial partner, a trusted advisor, coordinating your investments, tax strategy, estate plan, and legacy planning. We handle all of the details, so you can spend your time living your life, not worrying about managing your money.

Since 1991, we've built every plan on Dimensional Fund Advisors' evidence-based, academically grounded approach to investing — because our clients deserve a strategy built on decades of research, not market predictions.

1981

Firm Founded

45+

Years Serving Arizona
Families

2

Offices — Prescott &
Phoenix

Who We Are More Educators Than Advisors.

David Williams, CFP®, AAMS® President

“I’m more of an educator than an advisor or a salesperson.”

I grew up watching my dad, Bill, carry other people's financial worry so they didn't have to carry it themselves. I saw what that gave his clients — not just growing accounts, but genuine peace of mind. In 2015, after building my own career at Charles Schwab and USAA, I came home to Freedom Point because I wanted to build that same kind of peace of mind for families of my own.

CERTIFIED FINANCIAL PLANNER™ professional (CFP®) · Masters in Science in Finance (MSF) · Accredited Asset Management Specialist℠ (AAMS®) · Elite IRA Advisor Through Ed Slott · Registered Representative, J.W. Cole Financial, Inc.; Investment Adviser Representative, J.W. Cole Advisors, Inc.

Founder Emeritus William D. “Bill” Williams, ChFC®, CLU®, LUTCF® Founder, 1981

Founder Emeritus — the discipline and philosophy behind every plan the firm builds today.

In 1981, Bill Williams founded Freedom Point Financial Services on a simple promise: to carry his clients' financial worry so they never had to. Over more than four decades, that promise built a firm, a reputation, and a legacy now carried forward by his son, David. Bill has stepped back from day-to-day client work to enjoy the retirement he spent his career helping others achieve — but his philosophy, his standards, and his name remain at the heart of everything Freedom Point does.

Get Started We'll Get There, Together.

We serve affluent families in Prescott, Phoenix, and nationwide who have developed a level of wealth complexity that feels daunting at times. They desire a trusted partner they can rely on to manage the details, so they can go enjoy their lives.

If that's you, let's talk. Your first conversation is complimentary.

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