Sean Williams, CFP, RICP, MBA
Re-think the Financial Planning Experience
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Cadence Wealth Partners
Sean Williams, CFP, RICP, MBA
Concord, NC
Serving Clients Nationwide
Re-think the Financial Planning Experience
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Sean Williams, CFP, RICP, MBA
I got into financial planning after serving 7 years as an amphibious assault officer in the Marine Corps. I figured after driving floating tanks filled with Marines, what translates better in the real world than helping people with complex financial decisions? I also held Linguistics and Political Science degrees from the University of Florida, so, naturally, that made me eminently qualified to perform in-depth mathematical calculations.Joking aside, the real reason I took the leap into the financial planning world had to do with my family. I witnessed an unusually high divorce rate in the military and kids being without their parents during big life milestones because of training or deployments. I made a commitment to myself, my wife, and my son (and future kids) that I would be present for everything. We would never miss an event, big or small.
This career path offered the opportunity to maximize time with my family while, at the same time, helping guide other families through incredibly complex and emotional conversations. I always joke with people that I’m actually a therapist, rather than a financial coach.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Master of Business Administration (MBA)
- Retirement Income Certified Professional (RICP)
Affiliations
-
CFP Board
- Financial Planning Association
Primary Location
845 Church St N Concord NC
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Quick conversation to determine if we are a good fit for one another.Offers Investment Management
Yes
About Cadence Wealth Partners
Traditional financial planning and wealth management tends to be overly complicated (sometimes needlessly so) and not overly engaging. But it doesn't have to be.Solutions without Sales to your problems of:
-high taxes
-financial independence
-leveraging your business
-protecting your loved ones
-exiting your business
-passing it down
Whether you're just starting out or nearing the finish line, discover the guidance you deserve. Just be advised: No jerks allowed.
Education
University of Florida, BA; University of Florida, MBA
Volunteer Experience
Board Member and Co-Flight Director for Queen City Honor Flight (2016-present) Meals on Wheels - 3 Fridays/month (2022-present)
Hobbies and Interests
- Banjo
- Family
- Football
- Woodworking
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Contractors
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Living in Retirement
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 10, 2024
Time is our most valuable resource, and Nick is a master of professional financial management, often neglected in our busy lives. He provides precise, efficient, and succinct guidance that I have never experienced before. He and his team are professional, courteous, and responsive to their clients' unique needs. Nick is an Army Veteran and Green Beret / Night Stalker who understands Service Members' financial needs and advances his clients' holistic understanding of their financial health. It is worth a call with Nick to clarify this often ignored area of our lives. I discovered life changing financial tips in my very first meeting with him.
Relationship to Financial Advisor: Client as of Nov 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 5, 2024
Nick and the team at Cadence Wealth Partners have been instrumental in our financial planning and our plans for the future. They are very attentive and always focused on our goals and needs. Nick is well-versed and is always able to explain the ins and outs of the financial landscape - advocating for what is right for us above everything else.
Relationship to Financial Advisor: Client as of Nov 5, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 28, 2024
Sean Williams answered every question I had to my understanding.. which is huge! So professional and helpful. He listened to my concerns with trustworthy advice. We ended with a doable plan for which I was so thankful for. There is no hesitation in recommending him.
Relationship to Financial Advisor: Client as of Oct 28, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 23, 2024
Very detailed and very thorough. They work to help you understand all different aspects. Great advisors.
Relationship to Financial Advisor: Client as of Oct 23, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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