Who We Are
WBG Services
M Financial Group
Corporate Retirement Plan Services
- Wealth Management Services
- Executive Compensation
News & Resources
- Knowledge Base

Contact Us

A rocky beach at sunset

J. Todd Williams

J. Todd Williams

Principal, Senior Partner

Email Address: todd@wbginsights.com

Office: 865-690-9590

Cell: 865-368-1946

Fax: 865-690-9052

Go Back

9700 Westland Drive, Suite 103
Knoxville, TN 37922
Office: 865-690-9590
Fax: 865-690-9052

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Wealth Benefits Group is independently owned and operated.

Wealth Benefits Group is a member of M Financial Group. Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.

Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. #4675857.3

© 2026 Wealth Benefits Group

We value your privacy

We use cookies to keep this site reliable, understand how it’s used, and — with your permission — to personalize content. You can accept all, reject non-essential, or choose which categories to allow.

Cookie Preferences