JP  Williams,  CFP<sup>&reg;</sup> - Financial Advisor

JP Williams, CFP®

President/Wealth Advisor

Pillar Wealth Group

2522 Alum Crossing Dr
Lewis Center, OH 43035-7353
FINANCIAL ADVISOR'S WEBSITE
(614) 460-9867 CONNECT WITH JP
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General

JP Williams is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pillar Wealth Group in Lewis Center, OH and the surrounding communities.

Financial Advisor Overview

The culture at Pillar Wealth Group emphasizes the advocacy of our client’s best interests and stewards of their wealth, advocate for their goals and future. We are a private practice that serves a select group of hard-working business owners, families, and retirees by navigating through the Pillar Wealth Group Planning Process which is a holistic commitment to financial wellness and personal growth. Our planning process takes families and business owners through advanced planning strategies to achieve and maintain a work-optional lifestyle. Throughout our process, we work besides your and incorporate your values, goals, and what matters most to establish financial wellness. As your needs evolve and life unfolds, make collaborative financial planning decisions to bring clarity and confidence so you’re looking into your future with anticipation in this ever-changing world. Please refer to our website for any additional information by clicking here--> https://pillarwealthgroup.com

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Financial Advisor Experience

My passion is helping people develop a plan or vision for the life they imagine, and then working alongside them to see that plan become a reality. With over 17 years of experience, I founded Pillar Wealth Group and worked with business partners to develop and refine advanced planning strategies that takes the pieces of the financial puzzle that you can expect to be put together relating to areas of wealth management, retirement planning, risk management, income planning, college planning, and estate planning. Prior to starting Pillar Wealth Group, I affiliated with Mid Atlantic Financial Management, Inc. as an independent financial advisor, and First Financial Bank as a Vice President and Wealth Advisor where he led the start-up of Wealth Management services for the company’s Columbus and Central Ohio market. I also had over ten years of financial consulting experience at Fidelity Investments primarily focusing on retirement income planning for retiree clients. My company, Pillar Wealth Group, chose a partnership with We Are One Seven, LLC. I chose to align ourselves under the One Seven brand because of their commitment to clients and the network of professionals and resources that we have access to through our affiliation. More than the typical wealth management firm and RIA, One Seven’s independent advisors are motivated by the big picture of how your financial and personal wellbeing fit together. Our customized approach, advice, and solutions help you get to the core of what really matters, tap into life-changing opportunities, grow your wealth, and build legacies around the things you truly care about.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: OH, FL, TN
  • Health/disability insurance: OH, FL, TN
  • Fixed annuities: OH, FL, TN

Broker-Dealer Affiliation

None/NA

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Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Medical & Health Issues, Special Needs, Women's Finances

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Helpful Financial Planning Resources