Allie Williamson

Every financial plan we build begins with the person or people at the center. We take time to get to know our clients beyond their balance sheets and bank accounts so that we have a clear, nuanced understanding of who they are and what’s important to them. Our clients’ dreams and goals for the future provide the foundation for the financial roadmap we craft together.

Every financial advisor is different. My team and I emphasize a caring, attentive approach to the planning process. We start by asking thoughtful questions and building a foundation of common language and principles to guide our work together. Then, we focus on holistic planning and investing through four pillars: behavioral, defensive, growth, and optimization, to help our clients meet their financial goals. Ultimately, we aim to equip our clients with the tools and resources they need to make confident financial decisions.

We want to empower our clients to have confidence and ownership in their own plans.

While we welcome the opportunity to work with clients from all backgrounds, we specialize in serving professional couples, women navigating life transitions, and business owners in the Newport Beach area and beyond. Regardless of their backgrounds or stages of life, our clients share an eagerness to learn and a desire to manage their money wisely. My team and I consider it a privilege to become trusted partners in our clients’ financial journeys.

Whether our clients are ready to take the next steps toward financial independence or they’re navigating unexpected events, like a divorce or the death of a loved one, we provide knowledgeable, compassionate support. If you’re interested in learning more about my approach to financial planning, click the link below to schedule a complimentary, 20-minute introductory call.