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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Who Joel Williamson Is

• President of In His Hands Financial, based in North Carolina, United States.

• Brings a values-driven approach to financial planning, specializing in faith-based, holistic wealth management.

• Holds degrees and certifications from SKEMA Business School, North Carolina State University, and North Carolina Agricultural and Technical State University, with ongoing education in financial planning.

• Known for his principled, client-centric philosophy, emphasizing transparency, fiduciary responsibility, and alignment of financial strategies with clients’ personal beliefs.

• Demonstrates strong skills in comprehensive financial planning, wealth management, investment guidance, and personalized strategy development.

• Operates with a commitment to transparency, offering fee-based advisory services free from product commission conflicts.

Who He Serves

• Faith-driven families and parents, typically in their 30s to 50s, seeking to integrate faith-based values into their financial lives. These clients are focused on responsible stewardship, family security, and legacy planning, and value personalized, principled guidance.

• Business owners and entrepreneurs, ranging from startup founders to established leaders, who require holistic financial planning that bridges personal and business wealth. These clients face complex challenges such as succession, tax optimization, and exit planning, and appreciate a fiduciary advisor who understands both business and personal dynamics.

• Professional athletes and entertainers, often in their 20s to 40s, navigating unique financial challenges like sudden wealth, short career spans, and income volatility. These clients seek specialized strategies for wealth preservation, career transitions, and charitable giving, with an emphasis on discretion and values alignment.

What He Does

• Provides comprehensive financial planning, including college savings, life insurance analysis, estate and retirement planning, all delivered through a faith-based lens.

• Offers strategic guidance for business owners, covering succession planning, tax optimization, exit strategies, and integration of business and personal financial goals.

• Delivers tailored financial management for athletes and entertainers, focusing on career transition, tax planning, asset protection, and long-term wealth preservation.

• Conducts regular portfolio reviews and strategy adjustments, ensuring clients’ plans remain aligned with their evolving needs and values.

• Operates as a fee-based fiduciary, prioritizing clients’ best interests and maintaining transparent advisory relationships.

• Utilizes institutional-grade investment solutions and provides ongoing support to help clients articulate goals, manage risk, and build legacies that reflect their beliefs.

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Advisor Type: Financial Advisor
Website:
https://www.inhishandsfinancial.com
Phone: +13365581945
City: Greensboro
State: North Carolina
Postal Code: 27407
Country: United States
Designations: CKA®, SE-AWMA®, CFP®, CEPA®
Markets Served: United States, US Virgin Islands, Puerto Rico
Company Name: In His Hands Financial LLC

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JOEL WILLIAMSON

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