Exit Planning Institute - Find a CEPA

As a Certified Exit Planning Advisor (CEPA®), Joel Williamson is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.

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Joel Williamson – President, In His Hands Financial

Who Joel Williamson Is

• President of In His Hands Financial, based in North Carolina, specializing in comprehensive financial planning with a distinctive integration of faith-based principles.

• Holds degrees and certifications from SKEMA Business School, North Carolina State University, and North Carolina Agricultural and Technical State University, along with relevant industry certifications.

• Known for a principled, holistic approach to wealth management, emphasizing integrity, transparency, and alignment with clients’ personal beliefs and values.

• Operates with a client-centric philosophy, focusing on stewardship, legacy building, and empowering clients through education and informed decision-making.

• Respected for his transparent, fee-based advisory model, ensuring no hidden commissions and a fiduciary commitment to clients’ best interests.

Who He Serves

• Faith-driven families and parents, typically in their 30s to 50s, seeking financial guidance that aligns with Christian values and supports life stages such as college savings, home purchases, and retirement planning.

• Business owners and entrepreneurs in North Carolina, ranging from startup founders to established leaders, requiring strategic planning for business succession, tax optimization, and wealth transition, all through a values-driven lens.

• Professional athletes and entertainers, often in their 20s to 40s, facing fluctuating income and unique career challenges, who seek holistic, faith-aligned financial guidance for wealth preservation, career transitions, and legacy planning.

What He Does

• Provides comprehensive financial planning, holistic wealth management, and personalized financial strategies tailored to each client’s unique situation, values, and long-term goals.

• Offers specialized services including college savings strategies, life insurance analysis, estate and retirement planning, business succession planning, tax optimization, exit strategies, and key person insurance.

• Delivers ongoing portfolio reviews, strategy adjustments, and access to institutional-grade investment solutions, ensuring clients’ plans remain current and effective.

• Maintains a transparent, fee-based service model, prioritizing client education and empowerment, and upholding a fiduciary standard in all client relationships.

• Recognized for integrating faith-based principles into every aspect of financial planning, providing guidance rooted in stewardship, generosity, and legacy.

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JOEL WILLIAMSON

JOEL WILLIAMSON

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