William Chronister

As a Certified Exit Planning Advisor (CEPA®), William Chronister 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.

{city=Delmar, display_country=United States, hs_object_source_detail_1=Find a CEPA July 2026 , hs_object_source_label=AUTOMATION_PLATFORM, url_slug=william-chronister, lname=Chronister, membership_level=CEPA Plus, hs_object_source_id=enrollmentId:2712047791920;actionExecutionIndex:0, hs_createdate=1785510823401, id=59583345457, advisor_type=Financial Advisor, custom_page_title=William Chronister, email=bill.chronister@edwardjones.com, associated_contact_record_id=225601545628, website=https://www.edwardjones.com/us-en/financial-advisor/bill-chronister, pending_profile_information={"valuesForReview":{"profile_url":{},"name":"Bill","lname":"Chronister","email":"bill.chronister@edwardjones.com","state":"New York","phone":"5184393789","postal_code":"12054","website":"https://www.edwardjones.com/us-en/financial-advisor/bill-chronister","designations__text_":"WMCP®","advisor_type":"Financial Advisor","city":"Delmar","display_country":"United States","company_name":"Edward Jones","markets_served":"","profile_description":"

joined Edward Jones because one of our core values is serving our community in a deep and meaningful way. My practice is built on delivering personalized guidance that helps clients organize, plan, protect and transfer their wealth. Through tailored portfolio strategies, tax-smart planning, wealth protection, intentional giving and legacy strategies, we help clients feel confident in their financial health — no matter the market environment, life stage or complexity of their situation. My team extends far beyond myself. My branch office administrator, Nikki, is an essential part of the high-level service we provide, ensuring our clients always feel supported and cared for.

Outside the office, I enjoy spending time with my wife and our two children. We live locally and love the wonderful community around Bethlehem, as well as all the incredible outdoor activities that upstate New York has to offer. We also travel often and are big fans of museums, music, theater and cultural experiences. Children’s literacy is a passion for our family. When we’re not at a soccer game or scouting event, you’ll likely find us spending a fall Sunday with family and friends watching football.

Relationships are vital to financial success, and today more than ever, that means meeting clients on their terms. Whether in person, through web conferencing or over the phone, trust is built through meaningful conversations and a partnership focused on keeping your wealth strategy on track — so you can concentrate on what matters most to you. Take the first step and contact us today.

"}}, is_editable=editable, url_slug_2=william-chronister, user_profile_updates_pending_epi_team_review=true, impersonate_user_url=https://exit-planning-institute.org/member-detail/william-chronister?impersonation=true, full_name=William Chronister, hs_lastmodifieddate=1785520935152, phone=5184393789, company_name=Edward Jones, name=William, hs_object_id=59583345457, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=12054, status=Published}

PDF/Download

120-Day CEPA Playbook: Download the Playbook

For a new CEPA, following the 120-day CEPA Playbook will be a critical piec..

Brochure

2022 Colorado State of Owner Readiness Quick Look Brochure

Review the most notable statistics and findings from the 2022 Colorado Stat..

PDF/Download

UBS Approved Content

2022 Colorado State of Owner Readiness Report

Download the 2022 Colorado State of Owner Readiness Report to see where Col..

PDF/Download

2023 National State of Owner Readiness Report

Download the 2023 National State of Owner Readiness Report to see where Uni..

Videos/Recordings

2024 Webinar Series

Join us as EPI interviews our 2024 speakers about their experiences.

Videos/Recordings

2025 Webinar Series

Join us as EPI interviews our 2025 speakers about their experiences.

Videos/Recordings

2026 Webinar Series

Join us as EPI interviews our 2026 speakers about their experiences.

5-4-3-2-1 Whitepaper

This whitepaper takes the Value Acceleration Methodology and breaks it into..

Whitepaper

5-4-3-2-1 Whitepaper

This whitepaper breaks the Value Acceleration Methodology into 5 easy conce..

Whitepaper

PDF/Download

Website Download

A Look Inside The Unique World of Value Creation Whitepaper

EPI interviewed 13 Value Advisors within the Exit Planning Community to lea..

Case Study

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Download the sample case study to use with business owner clients or in wor..

Courses

Access My Courses

Navigate to your purchased EPI Academy content.

PDF/Download

Whitepaper

Best-In-Class Whitepaper

At Exit Planning Institute® (EPI), being best-in-class is a deliberate choi..

Case Study: The Value of Transitioning a Business to its Employees

Learn more about Happy Earth Cleaning’s transition from LLC to Co-operative..

Case Study

UBS Approved Content

Case Study: Value Acceleration

Learn more about value acceleration by downloading the case study which giv..

Infographic

PDF/Download

CEPA Development Scorecard

Track your progress and growth by completing the CEPA Development Scorecard..

View details and resources for your upcoming CEPA program.

Logos/Branding

Chapter Logos

Download your Chapter's logo to use in marketing or business development in..

Exercises

Template

Confidential Estate Planning Form

Use this document as a template for Confidential Estate Planning for your c..

Infographic

Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on th..

Infographic

UBS Approved Content

Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on th..

Template

Email Marketing Templates

Sample templated emails to begin to educate owners and advisors and build y..

PDF/Download

EPI Chapter President Circle Meeting Notes

Meeting minutes from previous Chapter President Circle Meetings can be foun..

Case Study

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

When deciding to exit their business, an owner has several internal and ext..

First Steps

The first steps after earning your CEPA designation.

Infographic

Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

Infographic

Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

Whitepaper

UBS Approved Content

From Successful to Significant

The framework for a high value business transition.

Merrill Approved Content

From Successful to Significant Whitepaper

Business, Personal, Financial: A Holistic Approach to High-Value Transition..

Infographic

PDF/Download

Infographic: Beyond CEPA Path

The Beyond CEPA Roadmap is designed to provide Certified Exit Planning Advi..

Infographic

Infographic: Decentralizing the Business Owner

See the importance of decentralizing the owner and ensuring the business ru..

Infographic

Infographic: Five Stages of Value Maturity

The Five Stages of Value Maturity impact the growth and ultimate sale of a ..

Infographic

Merrill Approved Content

MassMutual Approved Content

Infographic: The 5 D's

Educate an owner on the ways they may be forced out of their business due t..

Infographic

Infographic: Who Has a Seat at the Table

Understand the key members on your exit planning team and the roles they pl..

Articles

Books/eBooks

PDF/Download

Whitepaper

Issue One: The Annual Exit Magazine

The Annual Exit is a valuable resource for professionals in the exit planni..

Infographic

Know Your Gaps

Three numbers every business owner should know and manage to meet their goa..

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

Materials to use within the Value Maturity Index: Identifying Value portion..

Exercises

Template

Sample Personal Contingency Plan

A template for putting a contingency plan in place.

Whitepaper

The Impact of Unplanned Consequences on Business Value Whitepaper

Learn how professional advisors help mitigate the risks associates with the..

Infographic

Securian Approved Content

UBS Approved Content

Merrill Approved Content

MassMutual Approved Content

The Value Acceleration Methodology

Download to utilize in your exit planning education or training with owners..

Whitepaper

Program Overview

Register for CEPA

Testimonials

Featured Courses

All-Access Bundle

The Exit Planning Summit

Webinars

State of Owner Readiness

Annual Exit

Free Content Library

About EPI

Purpose Statement

WILLIAM CHRONISTER