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Financial Planning > Tax Planning

William M. Topkis

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Topkis Financial Advisors

910 Foulk Road, Suite 100

Wilmington, Delaware 19803

Phone: 302-654-4444

Web site:

Year practice started: 1994

AUM: $50 million

Number of advisors in firm: two

Number of clients: 100

Compensation: fee-based

Client Minimum: none

Affiliations: Registered rep of Cambridge Investment Research, Inc.

Previous incarnations: Insurance agent, Provident Mutual; partner–Daniels, Daniels, Topkis & McDermott and Topkis & McDermott LLP; president–Topkis Associates, Topkis Financial Group, and Wilmington Financial Group

Education: B.A. University of Delaware

Professional designations: Chartered Financial Consultant; Accredited Estate Planner; Chartered Life Underwriter

Professional memberships: Financial Planning Association; American Society of Financial Services Professionals; the Wilmington Tax Group; the Estate Planning Council of Delaware.

Community activities: Del-Mar-Va Council of Boy Scouts; Delaware State Chamber of Commerce, Executive Committee & Board of Directors; Small Business Alliance; Delaware Business Roundtable.