Antoine Williams & Associates Wealth Management, LLC

About Antoine Williams & Associates Wealth Management, LLC

<p>In the Burlington–South Burlington metro area, Antoine Williams &amp; Associates Wealth Management, LLC works as a fee-only registered investment advisor from its headquarters in Shelburne, Vermont.</p> <p>Founded in 2021, the firm is a fiduciary and works with individuals and small businesses on financial planning and investment management. Planning topics include budgeting, retirement planning, tax strategies, education planning, and estate planning, along with pension consulting. The practice also handles portfolio management and ongoing plan reviews.</p> <p>For employer plans, Antoine Williams &amp; Associates offers 3(21) fiduciary support, working alongside other <a href="/retirement-plans">retirement plan providers</a> on investment menu oversight and participant-focused guidance. The firm reports $0.3B in assets under management (2026).</p> <p>Clients include divorcees, doctors, healthcare workers, educators, executives, inheritors, small business owners, and widows/widowers, with relationships that can extend nationwide. A differentiator is its fee-only structure paired with 3(21) plan services under a fiduciary standard.</p> <ul> <li>Fee-only RIA and fiduciary advice</li> <li>3(21) plan advisor services (<a href="/plan-advisors">plan advisors</a>)</li> <li>Retirement, tax, education, and estate planning</li> <li>Portfolio management and pension consulting</li> <li>Works with individuals and small business owners across the U.S.</li> </ul>

Website: https://www.antoinewilliamsandassoc.com/

Founded: 2021