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Valerie Williams

Advisor at Sincerus Advisory

Updated today

Location

Fayetteville, GA

Credentials

CFP®, Series 63, Series 65

Industry experience

24 years

About

Valerie Williams is a CFP® professional with 24 years of industry experience, currently serving at Sincerus Advisory since 2022. Her prior roles include positions at Capital Investment Group, Inc., MWA Financial Services Inc, and Suntrust Capital Markets, Inc. She has also been an independent agent for Mutual Trust Life Insurance Co. since 2019. Sincerus Advisory provides investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional entities such as corporations, pension plans, and charitable organizations. The firm employs a blend of fundamental, technical, and passive investment strategies and manages approximately $180 million in assets.

Client services

Based on Sincerus Advisory

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Sincerus Advisory

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance

Fee options

Fixed

Comprehensive Financial Planning: upfront fee of $5,000 plus ongoing annual fees ranging from $5,000 to $20,000, paid monthly, quarterly, or semi-annually

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%

Subscriptions

Comprehensive Financial Planning ongoing fees paid monthly, quarterly, or semi-annually

Other

Minimum fee: Minimum annual fee of $7,000 for any investment advisory services

Location

Fayetteville, GA

Most active in

Georgia · New York

Work history

Sincerus Advisory LLC

2022 - Present (4 years)

Capital Investment Group, Inc.

2019 - 2022 (3 years)

MWA Financial Services Inc

2018 - 2019 (1 year)

Mddern Woodmen of America

2018 - 2019 (1 year)

The Websuasion Group

2016 - 2018 (2 years)

Suntrust Capital Markets, Inc

2006 - 2016 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Cassian N

Series 65

Fairburn, GA

RINO INVEST Wealth Management LLC

Cassian Nunez is a financial advisor at RINO INVEST Wealth Management LLC with a Series 65 designation and two years of industry experience. He has served in the U.S. Army since 2011. RINO INVEST Wealth Management LLC provides investment management and financial planning services focused primarily on real estate investments, mutual funds, equities, and ETFs. The firm uses fundamental analysis and a long-term trading approach, offering tailored portfolios and educational seminars to its clients.

Real estate investing
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Desmond Q

CFP®, Series 65

Peachtree City, GA

Quigley Financial LLC

Desmond Quigley is a CFP®-certified financial advisor with 18 years of industry experience, operating through his independent firm, Quigley Financial LLC, since 2005. In addition to his advisory work, he is employed as a commercial airline pilot with Delta Air Lines. Quigley Financial serves individuals, small businesses, and trusts by providing comprehensive wealth management, tax planning and preparation, and project-based financial planning. The firm employs a top-down Modern Portfolio Theory approach with diversified portfolios and non-discretionary management, and it utilizes a fee-only billing model based on flat or hourly fees rather than asset percentages.

General retirement planning General tax planning Wealth management Cash flow / budgeting Retired

Chris M

CFP®

Fayetteville, GA

Purpose Financial Planning

Hi, I'm Chris. I’m a CERTIFIED FINANCIAL PLANNER®, Certified Kingdom Advisor®, and founder of Purpose Financial Planning. Having spent years in the industry, I noticed a need among younger families who didn’t have access to the type of financial advice they were looking for. With limited options, many were having to turn to robo-advisors, YouTube videos, and Reddit forums to try and figure it out on their own. But there's just too much to keep up with for busy families trying to navigate work and family. Who has time to also become an expert on saving, investing, taxes, retirement, and every other financial discipline? I set out to change that when I launched Purpose Financial Planning – a boutique firm that works exclusively with young Christian professionals, business owners, and their families. Rather than focusing on retirees, I wanted to help families who are working to build wealth today. In fact, having access to professional advice and biblical wisdom now means the benefits can compound over decades! Purpose Financial Planning exists to help young families live out God’s Purpose through good financial stewardship. As your personal CFO, I focus on your financial picture so that you can focus on the things that matter to you... things like family and your career. My typical clients are high-earning professional or business owner in their 30s or 40s. They are working hard to balance the demands of your family and career. They want to feel confident they're making the right financial decisions for their family's future. They want a financial advisor who shares their values and can help them build their wealth while enjoying an abundant and generous life. Reach out to schedule a free intro call with me to see if we might be a good fit!

Business ownership considerations Business exit / sale strategy Founder/Business Owner Christian Faith Based Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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Newnan, GA

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Bryan Blair is a CFP® professional with over 32 years of experience in the financial services industry. He has worked with multiple firms, including Multi Financial Securities Corporation since 2004 and First Newnan Insurance Group since 2002. He currently operates Wealth Partners, Inc. in Newnan, GA. Wealth Partners primarily serves individual clients, professionals, retirees, and small-to-medium business owners, offering fee-only financial planning and portfolio management under a fiduciary standard. The firm employs a systematic investment process focused on risk-controlled active management, combining strategic asset allocation with tactical adjustments and attention to low-cost investment options.

Debt management Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning General tax planning Retired Founder/Business Owner Mid-Career Professionals
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Darrell R

Series 65

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Darrell Russell is the sole advisor at Stewardship Edge Capital, LLC, holding a Series 65 designation with seven years of industry experience. He has managed portfolios at Stewardship Edge Capital since 2018 and has prior experience with High Net Wealth, LLC beginning in 2014. Stewardship Edge Capital is a state-registered investment adviser providing discretionary portfolio management through separately managed accounts to individual clients, including high-net-worth investors. The firm employs a long-term value investing approach focused on fundamental and qualitative analysis to identify companies with durable competitive advantages, offering both a General and a more concentrated Focused portfolio strategy.

Active portfolio management Concentrated stock management
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Series 65

Peachtree City, GA

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David Thompson is the sole advisor at Thompson Capital Management in Peachtree City, GA. He holds a Series 65 designation and has 10 years of industry experience, including over a decade leading his own firm since 2015. Thompson Capital Management is a state-registered investment adviser focusing on tailored portfolio development and discretionary management for individuals and small corporations. The firm emphasizes asset allocation, diversification, and uses a combination of fundamental and technical analysis, with technical signals as the primary timing tool. It favors ETFs and no-load mutual funds for diversification and employs selective options strategies for income or downside protection.

Active portfolio management Options & derivatives strategies Founder/Business Owner
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