Year-end Tax Insights!
Bill Werner
"I love helping individuals sort through the various puzzle pieces of their financial life and putting them together in a way that creates a beautiful, cohesive picture. My passion is making complex financial decisions easier so my clients can confidently live their one best financial life. As a CFP®, there's nothing more rewarding than guiding people toward clarity and peace of mind with their finances."
As a Senior Wealth Advisor at Mission Wealth, Bill Werner works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Bill delivers personalized solutions that include financial planning, estate planning, asset protection, wealth management reviews, and tax planning to help clients achieve their goals. With a focus on building long-term relationships, Bill leverages his expertise to provide clients with tailored advice and guidance.
Learn About Bill Werner
Professional Background
Over Bill's 18-year career, he has had the privilege of working with high-net-worth retirees and pre-retirees at some of the most respected financial institutions in the country. He began his journey at JP Morgan Chase in Manhattan, where he developed a strong foundation in wealth management. In 2012, Bill relocated to Philadelphia to be with his wife and continued building his expertise at firms including TD Ameritrade, PNC Wealth Management, and, most recently, Vanguard.
Today, as a CFP® at Mission Wealth, Bill brings together nearly two decades of experience to help clients navigate complex financial decisions with confidence. His diverse background across multiple premier institutions has given him unique insights into what truly matters: creating personalized strategies that help you live your one best financial life.
Personal Pursuits
Outside of work, Bill's greatest joy is spending time with his family. He has been married to his wife Annie since 2012, and together they have two wonderful children—Leo, 11, and Jane, 8—along with their 13-year-old black lab, Luke.
He is actively involved in coaching his kids in lacrosse and football, which allows him to share his love of sports while watching them grow. His family loves traveling together to create lasting memories, and he is also a passionate Buffalo Bills fan. These experiences remind Bill daily what matters most: the people we love and the moments we share with them.
Community Impact
Bill is deeply committed to giving back to his community in meaningful ways. For the past three years, he has coached various youth sports teams in his local community of Haverford, PA —including tackle football, flag football, and lacrosse—helping young athletes develop skills, confidence, and teamwork.
He also actively supports his wife Annie, who serves on the board of the Glendalough Foundation. The foundation's mission is close to their hearts: providing generous volunteer and financial support to charitable causes that advance Catholic school education and fund the fight against Cystic Fibrosis. These efforts reflect Bill's belief in investing not just in financial futures, but in the well-being of our community.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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