Sean Williams, CFP, RICP, MBA

Make your business work for your life—not the other way around

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Cadence Wealth Partners Sean Williams, CFP, RICP, MBA
Concord, NC

Serving Clients Nationwide

Make your business work for your life—not the other way around

9 Certified Advisor Reviews™
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

You didn’t start your business just to create another job—you started it to create freedom. I get that, because that’s exactly why I started this firm.

For me, it’s always been about family. Being present for the stuff that actually matters—games, recitals, Tuesday night dinners, and everything in between. Building Cadence Wealth Partners gave me the flexibility to live that way. Now, my job is helping business owners do the same.

My focus is on helping blue-collar entrepreneurs and lifestyle business owners get their financial lives in order—so they can lower lifetime taxes, build a business that’s actually worth something, and stop duct-taping their finances together. We’re not just here to talk about investing—we’re here to coordinate the whole picture: business exit, estate planning, tax strategy, retirement income, and more.

The best part? Watching clients finally breathe a little, with a clear path and a plan they actually understand. That’s when everything changes.

Outside the office, you’ll find me chasing adventure with my wife and kids, lifting heavy things in the garage gym, or over-engineering something in the shop because “simple” is never quite good enough.

Professional Designations

  • Certified Exit Planning Advisor (CEPA)
  • 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
  • National Association of Personal Financial Advisors
  • XY Planning Network

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

A CPA over here. An investment guy over there. Maybe someone who explained a will back in 2017. But no one’s actually pulling it all together.

That’s the problem.

When the business is the biggest asset and the biggest risk, financial clarity isn’t a luxury—it’s a requirement. Especially for the owner doing it all: the blue-collar builder, the lifestyle entrepreneur, the one hustling with heart.

What if everything could work together—exit strategy, tax planning, investments, estate, and risk—without needing to juggle blindfolded?

That’s the shift:

✅ Lifetime taxes go down

✅ The business becomes a real, sellable asset

✅ The plan finally makes sense (and actually gets used)

✅ Life gets easier—today, not just at “retirement”

Financial planning shouldn’t feel like homework.
It should feel like freedom.

And it should be fun. Because if it’s not fun… what’s the point?

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

Who 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™
Aug 10, 2025
Working with Cadence Wealth Partners has been a great experience. I trust Sean’s advice and appreciate his patience, especially when I have questions or need help with account setup. The financial planning tools and account aggregation features help me feel less anxious and more confident about our financial future, especially with big decisions like buying our next home. I like the clear, simple approach to investing and the regular check-ins without any pressure. Sean’s integrity and character stand out, and I’ve already recommended him to colleagues. The personal connection makes the experience even better.
Relationship to Financial Advisor: Client as of Aug 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ryan Chapman
Ryan Chapman

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 10, 2025
I trust Cadence Wealth Partners because they’re transparent and I never feel pressured or taken advantage of. I appreciate not having to manage my investments myself, and I feel more diversified and better positioned for the future. The greatest benefits are still ahead, especially with tax savings and navigating bigger financial decisions. Sean’s approach to balancing growth and risk gives me peace of mind, even if I don’t always understand every detail. The customer service is great, the planning is straightforward and pressure-free, and it’s a huge contrast to what I've heard about the experience my peers have had. I’ve always felt comfortable, even when my investable assets were limited, and our relationship is low-pressure with periodic check-ins. Since working with Cadence, my financial situation has improved, and my overall stress is much lower.
Relationship to Financial Advisor: Client as of Aug 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Chris Johnson
Chris Johnson

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 29, 2025
I appreciate Sean’s local presence, expertise, and family-oriented approach—those are big reasons I work with Cadence. I like being able to call directly and having a local advisor and not one in another town or state. The website is very helpful for checking balances and is well organized. I value the personal connection and the focus on serving the older generation, which is important to me.
Relationship to Financial Advisor: Client as of Jul 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for James Scarbrough
James Scarbrough

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 29, 2025
I’ve had a great experience working with Cadence Wealth Partners—definitely a 10/10. Communication is always strong, responses are prompt and organized, and Leslie is especially quick to get back to me. Sean’s advice is always timely (even on things like W-4 questions), and I really value the educational videos and newsletters, especially when they cover current events or legislative changes. The team is proactive with regular check-ins, scheduled updates, and progress presentations. I also appreciate being connected with other advisors for insurance needs. The service is proactive, and I have no complaints. I also like how technology is used to make things easier.
Relationship to Financial Advisor: Client as of Jul 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Paul Kessling
Paul Kessling

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 24, 2025
We have had a positive experience with Cadence Wealth Partners. Sean and Leslie are both a pleasure to work with. Highly recommend.
Relationship to Financial Advisor: Client as of Mar 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Julie Lucas
Julie Lucas

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.
Avatar for Pamela Jolliff
Pamela Jolliff

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.
Avatar for Wyatt Gould
Wyatt Gould

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 22, 2024
Love working with Sean. He and his team come up with great suggestions based on their extensive research and experience.
Relationship to Financial Advisor: Client as of Oct 22, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Gary Herron
Gary Herron

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 16, 2024
Sean Williams does an excellent job looking after my family's financial assets and provides us with the most options to grow that money and forecast the tax burden ahead. His advice is much appreciated and gives me options that fit my risk tolerance and wallet. Thanks Sean!
Relationship to Financial Advisor: Client as of Oct 16, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jay Peer
Jay Peer