Meet Bill Lillis

Bill Lillis

Husband, father of three, and founder of Tenfold. I got my start in New York City as a financial planner and have spent over 20 years in the business.

Credentials & Community

Certified Financial Planner®since 2013. Former owner of an employee benefits company with over 300 clients. Current President of the Estate Planning Council of Erie, President of the advisory board for Penn State Behrend’s Center for Family Business, nominating committee chair at the Erie Yacht Club, and corporator of the Erie Cemetery Association.

Promise to Clients

Your financial life will become more organized than you thought possible. You’ll gain clarity, confidence, and a sense of control that spills into every area of your life. You'll spend more time, energy, and money on the things that matter most to you.

If at any point you feel we’re not making meaningful progress toward those outcomes, you will receive 6 months of your fee back. No questions asked.

Outside the Office

Bill Family or Hobby

I’ve visited 18 countries so far, and the list keeps growing. I ski, play piano, and enjoy smacking the ball around on the pickleball court. I’m into fitness, cold plunges, and the occasional sauna. But what I love most is spending time with my wife & kids. I'm game for doing whatever they are into. Right now that that includes kicking the soccer ball around, building Lego worlds, and getting crushed by them at mini golf.

Fun fact: I won the 2002 Star 100.7FM $10,000 Eat-A-Thon Challenge in San Diego.

Are you ready to tenfold your life?
If so, schedule a 10-minute call: Tenfold My Life