Financial Advisors
Concord, NC
Cadence Wealth Partners is a fee-only financial advisory firm in Concord specializing in comprehensive planning for business owners and executives. Led by founders Sean Williams (Marine officer, CEPA®, CFP®) and Nick O'Kelly (Army Special Forces pilot, CFP®), they integrate tax strategy, exit planning, and investment management into coordinated plans—not fragmented services. They're known for helping business owners understand their company's true value, optimize taxes using overlooked tax code benefits, and build exit strategies that protect wealth beyond the sale.
Ideal for: Business owners and executives, Retired business owners and executives, Military veterans seeking tailored financial planning, High-net-worth individuals with complex tax situations
Service area: Concord, NC and surrounding Piedmont communities
Credentialed Team Specializing in Business Owners: Dual founders hold CFP®, CEPA® (exit planning), and RICP® certifications. Their backgrounds as military officers bring disciplined, strategic thinking to complex financial decisions.
Integrated Tax & Exit Planning: Clients report discovering overlooked tax deductions and building cohesive strategies that coordinate tax savings, business valuation, exit planning, and investment management—services most advisors handle separately.
No Products, No Commissions: Fee-only model aligns their success directly with client outcomes, eliminating product sales pressure and commission conflicts.
Address: 845 Church St N Suite 205, Concord, NC 28025
Phone: (704) 467-8502
Website: cadencewealthpartners.com
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