Will Thomas

Personal Finance, Retirement, Investing
“With more than 17 years of experience in the financial services industry, Will Thomas seeks to motivate his clients into making informed decisions through knowledge, communication and service that exceeds their expectations.”

The Liberty Group, LLC

Job Title:

Managing Principal, Sr. Financial Advisor


Will Thomas is the Principal and Sr. Financial advisor with Kapital Asset Management, dba The Liberty Group, LLC in Washington, DC.  Within the Financial Planning Industry, Will has obtained designations as a CFP (Certified Financial Planner), CIMA (Certified Investment Management Analyst) and CTFA (Certified Trust & Financial Advisor).  He also holds a Bachelor’s Degree from Fayetteville State University in Mathematics and Economics.  Prior to joining the Liberty Group, Will worked Wells Fargo Advisors (2013-2016) and Merrill Lynch (2009 – 2013).

As the Managing Partner of the DC Liberty Group Office, Will believes his firm to be “Small enough to Care, but Large enough to Inspire”. And as an advisor, Will gives great CARE to the individuality of his clients, their goals and objectives; while looking to INSPIRE our clients to live their lives by design, not by default.

Will’s experience in the Financial Markets include the banking, mortgage, insurance and capital markets.  As a Financial Advisor, Will believes that having a well-rounded, in depth knowledge of all the major line items affecting a client’s balance sheet is key to offering sound financial planning and consulting on a holistic level.  His ultimate goal for his clients to help them understand that true financial planning is an individualized, ongoing process affected by many small and large financial decisions.

Will understands The Financial Services landscape continues to evolve as new technology, new regulations and new demands from his clients force advisors to have a well-rounded skill set complete with more than an understanding of one market or one product. By embracing these changes, he continues to create awareness with his clients about the many benefits of deliberate financial planning, which studies have shown to reduce anxiety, simplify and organize objectives along with saving/making more money.


BS, Mathematics and Finance, Fayetteville State University

CRD Number:


  • Will THomas III
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An index fund is a type of mutual fund that is designed to track a particular market “index”, whether it is the S&P 500, Russell 2000, or MSCI EAFE; hence the name “index fund”. Due to the nature of their design (mimicking a specific market index), index funds would be considered a passive management strategy, which have a lower cost structure than typical mutual funds. Typical mutual funds are actively managed, and are built to outperform a particular benchmark or address a specific investment strategy.

An Exchange Traded Fund (ETF) would also be considered a passive investment strategy. ETFs can track an index, an industry, a commodity, a particular investment strategy, ect. They are listed on market exchanges just like individual stocks; which allow them to be bought and sold like a stock. Their prices can go up and down like stock prices throughout the day, and they provide liquidity like highly traded securities.

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