You've Built Something Real. Now Make It Work For You.

Most financial advisors weren’t built for business owners. Most plans weren’t built for people who actually worked for what they have. This one is.

The Wrong Plan Costs More Than You Think

Not just in money — in time, taxes, and missed opportunities. If any of this sounds familiar, keep reading.

You're profitable, but you're not sure what your business is actually worth
You're paying more in taxes than you should — and your advisor isn't a tax strategist
You don't have a real exit plan, just a vague idea of "selling someday"
You have an advisor, but nothing feels truly coordinated

A Plan That Keeps Up With Your Business — and Your Life

Tax strategy. Exit planning. Investment management. Most advisors do one. This is how they all work together.

The Planning Most Business Owners Never Get

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

CFP® — financial planning
CEPA® — exit planning
RICP® — retirement income

No products. No commissions. Just strategy, built around you.

Certified Financial Planner

Certified Exit Planning Advisor

Retirement Income Certified Professional

A Marine officer and an Army Special Forces pilot walk into a financial planning firm. Turns out that's exactly the background your money needs

Sean Williams — Marine Officer, CEPA®, CFP® Exit planning and tax strategy for business owners

Nick O’Kelly — Army Special Forces, CFP® Financial planning for business owners and military families

New — No Commitment Required

Not sure if we're the right fit?
See the process before you commit.

Most advisors hand you a calendar link and hope for the best. We'd rather show you exactly what working with us looks like — before you ever pick up the phone.

⏱ 5 minutes 🔒 No personal data needed 📋 See a real planning deliverable ✓ No pressure, no pitch

Experience the Process Free. No account. No strings.

What's Inside

Pick your path

Business owner, near retirement, or military family

See your snapshot

The gaps, opportunities, and priorities we'd focus on

Meet the team

Who you'd actually be working with — and why it matters

See a real plan

An interactive version of an actual client deliverable

Decide on your terms

Book a call, grab a guide, or just walk away informed

The Reviews Are In!

Working with Sean and his team at Cadence literally saved me thousands of dollars. For years I had hired "Tax Accountants" thinking they would advise me about utilizing all U.S. Tax Code benefits. I'm a small business property owner and after my first consultation with Sean, I had a number of tax write-offs that the tax professionals never mentioned and frankly didn't even know about. Sean's continued advice has been invaluable in saving me time and money. They are professional, responsive and have my financial interest as a top priority.

Jaclyn T.
Small Business Owner

As a business owner, 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

Cadence Wealth Partners is a 10/10 team. They're incredibly responsive and always willing to dig in to find answers. I really appreciate their honesty — they're upfront about what they know and what they'll research — and they're genuinely easy to talk to. The entire team is helpful and makes financial planning feel approachable, even when the details get complex. The new technology updates have made things much clearer, and I can tell they're always improving the client experience. Highly recommend.

David S.
Business Owner

Working with Sean and Leslie has been such a positive experience. They take the time to listen, understand my goals, and have put together a plan that works for me. I feel confident and excited about the future. What sets Cadence apart is their mix of expertise and care. They explain everything in a way that makes sense, and are always there with support. If you're looking for a dedicated, trustworthy, and knowledgeable financial planner who genuinely puts your interests first, Sean is the best partner you could ask for.

Brooke L.
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

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

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. Nick is an Army Veteran and Green Beret who understands Service Members' financial needs. I discovered life-changing financial tips in my very first meeting with him.

Eli M.
Retired Military

Cadence has been my trusted financial planning home since 2016 — instrumental in helping me grow and protect my wealth. Sean is an exceptional teacher when it comes to estate and tax planning, investment strategy, and understanding the economic forces that impact financial decisions. He is patient, strategic, and has consistently delivered strong results. His ability to explain complex concepts clearly has given me the confidence to make informed decisions. I value his guidance and consider him both a trusted advisor and a friend.

Candace G.
Corporate Executive

I appreciate the 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 Law Practice Owner

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.

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.

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.

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.

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!

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.