About Us

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 a client-centered independent firm, our focus is on your needs.   Our objectives are assisting you in shaping your financial future and securing an ideal retirement by recommending strategies best suited for your 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.  We are committed to helping you secure an ideal retirement by saving for tomorrow today.  If you have any questions, please don't hesitate to call or e-mail us.