By: Bill Few Associates, Inc. Looking around the conference table in 2021, the five owners of Bill Few Associates—all of them in or nearing their sixties—realized they needed a succession plan. The market to sell a business like theirs was hot and they saw many Pittsburgh-based financial planning firms choose to go that route over the […]
March 24, 2020 For more than 33 years, the primary purpose of Bill Few Associates is our dedication to keeping our clients’ best interests our top priority. In response to the current economic and financial market conditions due to COVID-19, we want to assure our clients of our continued commitment to your financial well-being. We […]
For more than 33 years, the primary concern of Bill Few Associates is our dedication to keeping our clients’ best interests our top priority. In response to the current economic and financial market conditions due to COVID-19, we want to assure our clients of our continued commitment to your financial well-being. We are here. We […]
Ward Garner,CFP® , discusses his book “How To Protect My Million: Strategies to Identify and Avoid Swindlers” with Gary Rotstein for the Pittsburgh Post-Gazette. Garner is a senior vice president and wealth manager with Bill Few Associates. Aging Edge http://www.post-gazette.com/aging-edge/aging-edge-Q-A/2018/01/08/Ward-Garner-Certified-financial-planner-advises-how-to-avoid-swindles/stories/201801080009 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED […]
Bill Few Associates aired this video during the 2018 Winter Olympics television coverage. It serves as a tribute to the value of working hard, preparing well, and staying focused toward your goals.
PITTSBURGH, Pa., (April 24, 2017) — Bill Few Associates, Inc. announces the promotion of Thomas R. Beilstein, CFA, to Co-CIO effective April 17, 2017. Tom has been employed by Bill Few Associates, Inc. since 1991 as a Senior Vice President and Portfolio Manager. Beilstein will share the chief investment officer position with Michael Kauffelt II, […]
Andrew Demosthenous joins Bill Few Associates in 2017 as an equity analyst. In this capacity, Andrew is responsible for extensive quantitative research and analysis of individual equity investment opportunities. He closely monitors financial markets and equity opportunities, working side by side with the portfolio management team to craft custom portfolios for Bill Few Associates clients. […]
PITTSBURGH, Pa., (January 19, 2017) — Bill Few Associates, Inc. announces the election of Alison F. Wertz, CFP®, CLU®, to the company’s Board of Directors. Alison Wertz is a Senior Vice President and financial advisor at Bill Few Associates, Inc. With more than 20 years of experience, she offers comprehensive financial planning and investment advice […]
Ward Garner, author of How to Protect My Million Ward Garner is on a mission. With a passion for community service and a “do the right thing” attitude he has always felt compelled to protect people. Ward is not a member of law enforcement nor would he consider himself a superhero. His profession seems […]
If you are like me, as we get older, we realize that change can be frustrating. It happens when a favorite brand, service or website changes for what seems to be little reason, upsetting what had been a very comfortable relationship. For instance, one of the websites I visit frequently for timely information is Bloomberg […]
