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Your Next Chapter Starts With Clarity

Whether you’re building a business, planning for retirement, or navigating life after service, it’s time to take control of your financial future—with a plan that actually works.

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In the News

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Why Clients Would Rather Talk Politics Than Money with Their Kids In this Financial Planning article, Sean Williams explores the emotional tension around money conversations in families—and how advisors can help bridge the gap. [Read the full article →]
MarketWatch republishes a deep dive where Sean Williams breaks down the benefits and drawbacks of consolidating retirement accounts for clarity, cost, and flexibility. [Read the full article →]
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In this GoBankingRates feature, Sean Williams reveals the most common budgeting pitfalls retirees fall into—overestimating income, underestimating expenses, and ignoring taxes. [Read the full article →]
On TheStreet, Sean Williams explores how political shifts could shape retirement trends, tax planning, and portfolio positioning under renewed leadership. [Read the full article →]
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Lifehacker taps Sean Williams for practical advice on broaching tough money topics with elderly parents—inheritance, long-term care, estate planning, and more. [Read the full article →]
Biggest Retirement Account Mistakes
On MSN’s money section, Sean Williams walks through strategies to balance funding college and retirement—when to front-load 529s, when to prioritize your own nest egg. [Read the full article →]
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On FMGSuite’s Insights channel, Sean Williams shares his approach to website design for advisors—simplified messaging, audience focus, and conversion-first layouts. [Read the full article →]
In this CNBC piece, Sean Williams reflects on Buffett’s iconic call and urges diversification—“never confuse long-term principles with perpetual boldness.” [Read the full article →]
ThinkAdvisor quotes Sean Williams on common RMD blunders like waiting too long, failing to plan for increased tax brackets, and ignoring impact on Social Security. [Read the full article →]
In The Daily Upside, Sean Williams weighs how potential shifts in tax and economic policy could influence advising strategy and investment positioning. [Read the full article →]
In the Featured blog series, Sean Williams contributes practical tactics for small business owners—categorization, mileage logs, automation, and audit readiness. [Read the full article →]

The Cost of the Wrong Plan

The wrong financial guidance isn’t just unhelpful—it’s expensive. It wastes time, adds stress, and keeps you stuck.

  • Business owners with income but no exit plan
  • Service members unsure about maximizing benefits
  • Families juggling spreadsheets with no clarity
  • People with “advisors” but no actual strategy
Let’s Fix That – Schedule a Call

Real Planning. Built Around Real Life.

Whether you own a business, wore a uniform, or simply want a worry-free retirement, we’ll help bring clarity to the chaos.

  • Lower lifetime taxes
  • Coordinate every moving piece
  • Turn income into independence
  • Build a plan that actually works
Schedule Your Intro Call

Financial Lives Are Complicated. Yours Deserves a Plan That Works.

Work with experienced, credentialed planners (CFP®, CEPA®, RICP®) who specialize in the life you’re actually living—whether that’s:

  • Scaling and eventually exiting a business

  • Maximizing complex military benefits

  • Creating a retirement plan that makes your money last

We don’t sell products. We build strategies—integrated, customized, and built around you.

The Reviews Are In!

Working with Cadence has been a great experience—Sean and the team are caring, responsive, and give practical advice without being pushy. Leslie’s follow-up and the clear, graphic financial illustrations have been especially helpful. The new platform is much clearer and more user-friendly than what we used before. I appreciate the transparency, the improvements suggested for our plan, and the focus on the right financial tools. The content on business exits and succession planning is spot-on, especially for blue collar business owners.

Russ S.
Retired Business Owner

Sean Williams, Founder of Cadence Wealth Partners, has been my trusted financial advisor since 2016, and he has been instrumental in helping me grow and protect my wealth. He is an exceptional teacher when it comes to estate and tax planning, investment strategy, and understanding the economic forces that impact financial decisions. Sean is patient, strategic, and has consistently delivered strong results. Beyond his expertise, Sean is professional, approachable, and truly listens to his clients’ goals. His ability to explain complex concepts clearly has given me the confidence to make informed decisions over the years. I value his guidance and consider him both a trusted advisor and a friend.

Candace G.
Corporate Exec

I appreciate Sean’s local presence, expertise, and family-oriented approach—those are big reasons I work with Cadence. Working with Sean has given me clarity and confidence in retirement planning. His advice is practical, easy to understand, and tailored to my situation. I’ve recommended him to many friends.

James S.
Retired Attorney

As a business owner and corporate executive, my financial plan can whipsaw depending on the whims of an administration. Sean and his team have helped me navigate what feels like quicksand. Over the years, Sean’s consistent communication and smart planning have helped protect our long-term goals from short-term volatility. I appreciate his practical approach and calm guidance.

Aaron G.
Business Owner

Nick O’Kelly is hands down the best financial planner I’ve ever worked with. From the start, it’s clear that Nick genuinely cares about his clients. Unlike others in the industry, he never tries to upsell or push unnecessary services. His transparent communication and insight have made a huge difference in my planning.

Thad K.
Business Owner - Retired Military

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.

Eli M.
Retired Military

Working with Cadence has been a great experience—Sean and the team are caring, responsive, and give practical advice without being pushy. Leslie’s follow-up and the clear, graphic financial illustrations have been especially helpful. The new platform is much clearer and more user-friendly than what we used before. I appreciate the transparency, the improvements suggested for our plan, and the focus on the right financial tools. The content on business exits and succession planning is spot-on, especially for blue collar business owners.
Russ S.
Russ S.Retired Business Owner
Sean Williams, Founder of Cadence Wealth Partners, has been my trusted financial advisor since 2016, and he has been instrumental in helping me grow and protect my wealth. He is an exceptional teacher when it comes to estate and tax planning, investment strategy, and understanding the economic forces that impact financial decisions. Sean is patient, strategic, and has consistently delivered strong results. Beyond his expertise, Sean is professional, approachable, and truly listens to his clients’ goals. His ability to explain complex concepts clearly has given me the confidence to make informed decisions over the years. I value his guidance and consider him both a trusted advisor and a friend. I highly recommend him to anyone seeking a knowledgeable, results-driven, and genuinely caring financial partner.
Candace G.
Candace G.Corporate Exec
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.
James S.
James S.Retired Attorney
As a business owner and corporate executive, my financial plan can whipsaw depending on the whims of an administration. Sean and his team have helped me navigate what feels like quicksand. My kids, when they figure it out, owe him a bottle of bourbon.
Aaron G.
Aaron G.Business Owner
Nick O’Kelly is hands down the best financial planner I’ve ever worked with. From the start, it’s clear that Nick genuinely cares about his clients. Unlike others in the industry, he never tries to upsell or push unnecessary services. Instead, he takes the time to understand your goals and works with precision and dedication to help you achieve them. Nick’s background in Special Operations shines through in his incredible attention to detail and disciplined approach. He handles our finances with the same care and focus you’d expect from someone with such an impressive history. I trust him so much that I’ve referred my entire family to him, and now he’s helping everyone manage their financial futures. Beyond his professional skills, Nick is a truly great human being. His kindness, integrity, and unwavering commitment to his clients set him apart. If you’re looking for a financial planner who will put your best interests first, look no further than Nick O’Kelly. Highly recommend!
Thad K.
Thad K.Business Owner - Retired Military
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.
Eli M
Eli MRetired Military

Here’s How to Get Started

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Most Financial Advice is Built for the Masses. This is Built for Your Life

What Brings You in Today?

Business Owner

Turn income into independence—and build a business worth more than just your work.

Military Professional

Maximize your benefits. Plan your next chapter. Get the clarity most service members never receive.

Retiree

Plan with confidence. Make your money last. Create the retirement you’ve worked so hard for.

With whom would you like to schedule?

Sean Williams

PRINCIPAL AND LEAD ADVISOR

Nick O’Kelly

DIRECTOR OF FINANCIAL PLANNING AND LEAD ADVISOR