WM Durham Associates LLC

WM Durham Associates LLC WM Durham Associates LLC has been providing financial and retirement planning for over 40 years. As an independent firm, our focus is on our client's needs.

WM Durham Associates LLC has been dedicated to providing financial planning for over 40 years. We are passionate about helping our clients pursue financial confidence and independence in retirement. We have the expertise and skills to offer innovative and comprehensive financial planning solutions. Our objectives are assisting clients shape their financial future and secure an ideal retirement. Wh

ether you're approaching retirement or already retired, how will you use your financial assets to:

Maintain your current lifestyle? Ensure you can't outlive your income? Spend retirement income confidently? Leave a legacy for your loved ones? We are always available to give you advice and solutions as you make important decisions about planning for your retirement. If you have any questions, please don't hesitate to call or e-mail us.

Childhood attitudes and habits can determine your child's health in his or her adult years.
07/30/2025

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
07/28/2025

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Buying a home may be your largest financial commitment. Which loan is best for your situation?
07/25/2025

Buying a home may be your largest financial commitment. Which loan is best for your situation?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

What will your family do if you can't earn an income? Here are steps you can take today.
07/23/2025

What will your family do if you can't earn an income? Here are steps you can take today.

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life ins...
07/21/2025

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
07/18/2025

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

Some diets lighten nothing but your wallet. Here’s a few to avoid.
07/16/2025

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
07/14/2025

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
07/11/2025

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Benefit. Premium. Policyholder. Learn the language before evaluating your options.
07/09/2025

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Term insurance is the simplest form of life insurance. Here's how it works.

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun vi...
07/07/2025

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.

Learn about cyber liability insurance in this entertaining video.

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
07/04/2025

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

Address

2010-2 Raymond Diehl Road
Tallahassee, FL
32308

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

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Our Story

WM Durham Associates LLC has been providing financial service products for over 40 years. As an independent firm, we represent our clients rather than any specific company. This allows us to offer our clients the best products suited for their specific needs. We are always available to give you information to help create a better understanding as you make important decisions about planning for your retirement. If you have any questions, please don't hesitate to call or e-mail us.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.