Chad Williams, CPFA®

Chad Williams is a Wealth Advisor of Owenby Jones Wealth Management, LLC. In this role, he offers access to a full range of comprehensive financial services, including estate, financial and income planning, as well as strategic and tactical client portfolio construction and investment management. Ensuring his client's financial confidence is his top priority.  

Prior to partnering with Owenby Jones Wealth Management, LLC, Chad was a Wealth Advisor at LPL Financial (formerly INVEST Financial) since 2002.  He also successfully managed two investment programs at Cobb County banks prior to their mergers.

Chad has had his Series 7 General Securities license (held through LPL Financial), series 66 Investment Advisory license (held through LPL Financial and Wealthcare Advisory Partners), and various insurance licenses since 2006. Also, as a Certified Plan Fiduciary Advisor (CPFA), Chad can better serve his small and mid-sized company clients as a fiduciary by monitoring the investments in their company retirement plans and providing guidance to plan sponsors and participants.

Chad’s family has lived on their Smyrna farm, “GB’s Lake and Stable” since 1949.  Chad is actively involved at Milford Baptist Church and the C³ Food Ministry, as well as serves on the board of SafePath Resources and is a proud Alumni of Leadership Cobb’s Class of 2025. An avid history buff, genealogist, and outdoorsman, Chad enjoys working at GB’s, and his wedding venue, “The Farm at Silver Creek”.

Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor.  Other advisory services offered through Wealthcare Advisory Partners LLC, a separate entity from LPL Financial.