Broker Check

Plan. Protect. Prosper.

Your trusted partner in financial advising & wealth management

Get In Touch

Proudly Serving Orange County

45th Anniversary
We put your interests first.

We put your interests first.

We are advice-driven fiduciaries, offering comprehensive wealth management as an independent, family-owned business for 45 years.

The term 'fiduciary' is rooted in the Latin word for 'trust,' which holds us to the highest standard of service. We have found that the best way to offer investment, insurance, and financial planning advice is through a relationship. 

We want to learn about your life, goals, and what matters most to you. We will then provide experience, education, and creative thinking to help you make smart decisions about your financial well-being.


We keep the highest service standards.

We keep the highest service standards.

Choosing a financial advisor with the Certified Financial Planner (CFP) designation can make a difference in your financial journey. All three of our advisors maintain Board Certifications, which require ongoing and extensive education and testing. Our decades of experience and constant education allow us to curate a financial plan that is tailored to your specific needs now and grows with you into the future.

How We Can Help

Plan

We will help you plan an investment strategy that fits your goals and lifestyle.

Protect

We are Certified Financial Planners, working to protect your resources at every stage.

Prosper

With decades of experience, we work to bring clarity for today and prosperity for tomorrow.

Our Legacy

Our Legacy

In 1978, Ken opened his doors as Williams Financial Advisors after achieving certification as the 508th Certified Financial PlannerTM (there are now over 80,000).

Join Our Family

 Our knowledge, experience, and personal care have earned the trust of Orange County residents for decades, and we're ready to earn yours. Your dreams are our priority, and your success is our mission.

Ken Williams

Ken Williams

Certified Financial Planner™

James Williams

James Williams

Certified Financial Planner™

Paul Williams

Paul Williams

Certified Financial Planner™

Cheryl Baldridge

Cheryl Baldridge

Executive Administrative Assistant

Simone Humphries

Simone Humphries

Relationship Manager

Chelsea Sullivan

Chelsea Sullivan

Director of Operations

Jessica Basgall

Jessica Basgall

Client Service Associate

Laurie Lord

Laurie Lord

Business Development Associate

Our Partnerships

<br data-mce-bogus="1">
<br data-mce-bogus="1">
<br data-mce-bogus="1">
<br data-mce-bogus="1">


Let's Talk.
You have questions, we have advice.

Thank you!
Oops!