About Us
Experience Unmatched Customization, Expertise, and Value in Retirement Plan Consulting
At W. H. Anderson Financial, our mission is to empower businesses and their employees with unbiased financial guidance and protection against traditional investment pitfalls. We help companies remedy retirement plan deficiencies through our tailored and innovative solutions.
Our commitment to transparency, integrity, and expertise sets us apart, ensuring that business leaders receive the highest level of service in the industry. As a fiduciary 401k retirement plan consultant, we use our extensive knowledge to make retirement plans accessible and understandable for all, while staying up-to-date on the ever-changing rules and regulations.
Choose W. H. Anderson Financial for a partner that is truly dedicated to your success. Our focus is on delivering the best possible outcome for plan sponsors and participants. With access to tens of thousands of funds, ETFs, and CITs, we have the resources to craft a 401k plan that is not only cost-effective and efficient, but also tailored to your company’s unique needs.
Expertise
Our Team
Invest in Your Company's 401k
William graduated from Norwich University Military College of Vermont in 1991 with a B.S. in Mechanical Engineering with a minor in Economics and holds the Certified Financial Planner designation.
He enjoys golf and snowboarding, and spends the majority of his family time participating in outdoor recreational activities with his wife Erin and daughter Cameron. He is actively involved in his community and has held positions on the Bolton Economic Development Committee, the town of Bolton Zoning Board of Appeals and the Bolton Land Trust.
Nick is a Financial Advisor specializing in individual wealth management and small/midsize business benefits. Nick believes there is no “one size fits all” solution to wealth management or small business. He strives to educate his clients and provide unique solutions to meet each of their needs and goals.
Nick goes above and beyond for his clients by helping them become financially efficient and taking steps further than traditional financial advising services.