McWilliams Financial Group opened its doors in 1995 with a simple conviction: that families on the Eastern Shore deserved the kind of careful, independent financial advice once reserved for clients of large city firms.
Three decades later, the work looks much the same as it did at the beginning. We sit down with families across the Delmarva Peninsula — in Salisbury and Cambridge, in Berlin and Ocean City, in Easton and out on Smith Island — and we help them think through the decisions that shape a life: when to retire, how to provide for a spouse, how to leave something for the grandchildren without leaving a tax mess behind it.
We've never been the biggest firm on the Shore, and we never wanted to be. We wanted to be the firm that picks up the phone when you call, the firm that sat with your parents at their kitchen table and is now sitting with you at yours, the firm that earns its place by quiet years of doing the work right.
Three decades on, that's still the work — and still the firm.