About Us

Planning Rooted in
Purpose and Clarity

C.E. Williams & Co. is an independent, fiduciary financial planning firm based in Ohio and serving clients across the U.S. We help people make thoughtful financial decisions that support a purposeful life and a lasting legacy. Our integrated financial team is grounded in a stewardship mindset and guided by biblical wisdom, shaping how we think about responsibility, service, and long-term impact. We partner with clients to bring clarity to their financial lives and provide consistent guidance as they navigate opportunity, responsibility, and change over time.

A Values-Oriented Perspective on Wealth

Our financial planning approach is grounded in biblical wisdom and a values-oriented perspective. That foundation informs how we think about stewardship, responsibility, generosity, and legacy. While every client’s situation is unique, we approach wealth as a tool to support purpose, service, and a life well lived.

Education That Builds Confidence Over Time

We believe understanding leads to better decisions. Education is a core part of our work, helping clients see how the pieces of their financial life fit together and what their options truly are. As understanding grows, decisions feel more confident, intentional, and aligned with personal priorities.

Principles That Guide
Our Work

At the heart of our firm is a shared commitment to how we serve and how we show up, day after day. These guiding principles shape our relationships, our planning conversations, and the way we support you through every season of life.

Solve Your Unique Financial Puzzle

Financial planning isn't one-size-fits-all. We listen to your story, spend time in discovery to understand what makes sense for you, and build solutions around your life and the legacy you want to leave behind.

Rooted In What Matters

Your financial decisions should align with what you hold important, whether that's faith, family, or living with purpose in meaningful ways. As a CKA®, we take a faith-based, values-oriented approach to help clients live well.

Build Tax-Intelligent Wealth

We combine CFP® and EA professional knowledge and experience so every investment decision aligns efficiently with its tax implications as it supports your long-term hopes and dreams.

Move Forward With Purpose

Retirement isn't an end—it's discovering what's next. We help you define financial independence, not just as a number, but as the freedom to pursue what you love, serve others, and live out your purpose.

Let’s Clarify the Path
You’re On

If you’re thinking about where your financial decisions are leading and want guidance rooted in purpose, biblical principles, and long-term perspective, a conversation with one of our financial advisors is a natural next step.

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Build Tax-Intelligent Wealth With Intention

We integrate CFP® and CKA® professional experience with the tax-smart guidance of an EA, so decisions are informed from multiple angles. By considering how investments, income, and taxes work together, we help clients manage wealth in a way that supports long-term goals and thoughtful stewardship. This integrated perspective brings clarity to decisions that often feel disconnected.

The Story Behind C.E. Williams & Co.

C.E. Williams & Co. was founded in 1972 by Charlie Williams, Briana Oltmann’s grandfather, after his service in the Army and his work at Newark Air Force Base. What began as a tax and accounting firm for small businesses expanded in 1987 to include financial services and investment management, allowing the firm to support clients more fully as they planned for retirement and the future. Briana became part of that story early, working in the business part-time before joining full-time after college as part of an intentional succession plan. Today, the C.E. William's & Co. name honors where the firm began and reflects a legacy of helping business owners and families approach their wealth with greater purpose and intention.

C.E. Williams & Co. is affiliated with Avantax, a community within Cetera, whose tax-aware planning resources and investment support through Cetera Wealth Services, LLC enhance our ability to deliver coordinated guidance.

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Our Planning Philosophy

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Let's Get Started

Start a conversation with a fiduciary financial advisor about where your financial decisions are leading.

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How We Work

Understand the steps and expectations behind our fiduciary financial planning process.

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