ABOUT

WM Durham Associates LLC has been dedicated to providing financial planning for over 40 years.  We are passionate about helping our clients pursue financial confidence and independence in retirement.  We have the expertise and skills to offer innovative and comprehensive financial planning solutions.

As an independent firm, our focus is on our client's needs.  Our objectives are assisting clients shape their financial future and secure an ideal retirement by recommending strategies best suited for their specific goals.

 
Whether you're approaching retirement or already retired, how will you use your financial assets to:

 

  • Maintain your current lifestyle?

  • Ensure you can't outlive your income?

  • Spend retirement income confidently?

  • Leave a legacy for your loved ones?


We are always available to give you advice and solutions as you make important decisions about planning for your future. If you have any questions, please don't hesitate to call or e-mail us.

William M Durham, CLU, CFP
William M. Durham
Certified Financial Planner™
Ron Somers
Retirement Planner
Central Florida
 
Chris Harrison, CFP
Chris Harrison
Certified Financial Planner™
David Van Leuven
David Van Leuven
Mike Thomas
Mike Thomas