Brian Williams

I’m Brian Williams, founder of Northshire Consulting LLC | Registered Investment Advisory Firm, based in Southington, Connecticut. I’ve worked in the retirement plan industry since 2005 and started Northshire in 2019 to offer financial planning with clear pricing. I’m not insurance-licensed and I don’t take commissions. My only pay comes from the fees my clients pay me directly.

How it works

You choose the monthly planning package that fits where you are today:

• Establishing Wealth ($30/month): For people getting started, with check-in sessions throughout the year and an annual plan.
• Emerging Wealth ($175/month): Monthly meetings as needed and quarterly plan updates.
• Enjoying Wealth ($375/month): Monthly meetings as needed and monthly plan updates for more complex situations.

Every package includes access to planning software and investment management at Schwab. There’s no separate asset-based fee on the balances your package covers.

My approach

I build portfolios mainly with low-cost ETFs and individual bonds, and I don’t trade actively. I generally avoid high-fee annuities and loaded mutual fund share classes. If an annuity or permanent life insurance is truly in your best interest, I’ll still recommend it. I’ll use providers that work with advisory firms, so no commission is involved.

Who I work with

I work with individuals and families, as well as small business owners. Because I also advise on company 401(k) plans, business owners can get help with both their company plan and their personal finances in one place.

Outside the office, I serve on the board of the Early Childhood Collaborative of Southington and sponsor the Southington Community YMCA’s Apple Harvest Fest road race. I’ve also written for Southington Magazine and run an educational YouTube channel, “401(k) and Beyond.”

If you’d like to see whether we’re a good fit, reach out and we’ll set up a conversation.