Testimonials

Ultimately, our success is based on the satisfaction of those we are fortunate enough to work with.




Jason Lahita
FiComm Partners | CoFounder

Bill is an excellent industry resource, connector, net-worker and marketing expert to the RIA community. FiComm has tapped his considerable talents as an external resource for a few projects and he’s always been extremely reliable and responsive. The feedback from our clients is always positive.  For firms that may not have the need or budget for a full-time marketing person on staff, Bill provides the perfect combination of senior-level strategic expertise and roll-up-your-sleeves experience to get the job done right and accomplish your goals. His ability to navigate the industry landscape and the players within are very strong and he is certainly among the foremost consultants in the field today.
 

Mary Ann Buchanan

RIA Match | CEO and Co-Founder

Bill guides our marketing efforts and provides content curation to the RIA Match community; his work is invaluable. His contributions raise our thought-leadership awareness within the industry and enhance the service offerings we provide to our clients.
     
 

Elizabeth Anderson 
Beekman Wealth Advisory | Founder, Managing Director

Bill was instrumental in helping develop and guide our overall public relations strategy.  The result has been a meaningfully more visible profile with key media and in our industry.

 

George Stapleton
The Stapleton Group | Principal

When it came time to update the HHG & Company brand, W.M.McGuire Marketing really came through for us. Bill and team invested the time to truly understand the culture and philosophy of our firm. Not having an in-house person specifically dedicated to marketing, Bill’s been a great resource for projects both big and small and has always been responsive in providing experienced guidance to our different needs along the way.