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Chris Williams, CPA

he/him/his

Atlanta, GA

Meets Virtually:

Meets In-Person:

Accepting New Clients:

Fee Models
  • Quarterly Subscription

    $175+

  • Annual Subscription

    $495+/yr

  • One Time Fee

    $695+

Typical Fee (Computed Monthly) *
$115
Ideal Clients
  • High Earners ($250k - $500k)
  • Families with Children
  • DIY Investors
  • Christians
  • Young Professionals
Areas of Specialization
  • Pre-Retirement Planning
  • Investments
  • College Savings
  • Tax Strategies
  • Real Estate

My professional career began with Ernst & Young in 2007 and I have been a Certified Public Accountant in the State of Georgia since 2010. I have held various roles to assist companies in their financial compliance, including both auditing and financial reporting. After reaching a point in my career where I wanted to provide significantly more value to the clients I served, I decided to pursue opportunities to learn about different industries from within individual organizations to gain a broader understanding of our country's economic system through my accounting background.

In 2019, I decided to pursue a financial planning professionally with a passion for assisting individuals and families with their financial condition. I then passed the CERTIFIED FINANCIAL PLANNERTM exam in 2020 and registered with the State of Georgia as an Investment Adviser Representative in 2021. Through Inceptive Financial I look forward to empowering my clients to meet their financial goals and dreams.

* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.