Sound Financial Planning. Unwavering Service.
Our Purpose
“Blalock Williams understands that investing and financial planning involves emotion. Our firm is here to help remove the emotional aspect of investing, so that you can stay focused on achieving your goals. Financial planning doesn’t have to be boring, which is why we help take the stress out of it and have fun along the way.“
John Blalock IV, CFP®
“There is a growing demand for personalized financial planning and wealth management services that cater to unique needs and foster strong, long-lasting relationships. Our firm has the expertise and approach necessary to fill this gap in the market, allowing us to stand out from larger, less adaptable competitors and attract a loyal clientele who value the modern approach and highly relational service we provide.”
Lee Williams
Our Values
Quality
At Blalock Williams, we believe quality isn’t just an expectation—it’s a promise. We ensure the quality of every aspect of our service, from our comprehensive financial planning strategies to our client interactions.
Communication
Communication is the pillar that supports the strong relationships we build with our clients. We make ourselves accessible, keep our clients informed, and ensure we understand their needs and expectations to deliver strategies that align with their unique goals.
Relationships
We pride ourselves on building and nurturing lifelong relationships with our clients, based on trust, mutual respect, and a shared vision for financial success. To us, you are not just a client; you’re a partner in this journey to financial growth and stability.
Free-thinking
In a world of templates and off-the-shelf solutions, we are firm believers in the power of free-thinking. Our out-of-the-box planning and forward-thinking approach allow us to deliver personalized financial solutions that resonate with the unique needs and ambitions of our clients.
Comprehensive Financial Planning
Investment Management
Retirement Planning
We understand that planning for retirement isn’t a one-size-fits-all proposition, so we work closely with you to understand your specific financial situation, lifestyle aspirations, and risk tolerance. As your trusted partner, we will continuously monitor and adjust your strategies as necessary, helping you navigate the dynamic financial landscape and make the best decisions for your golden years.
Estate Planning & Wealth Transfer
Our firm’s guidance ensures a seamless and tax-efficient transfer of your wealth to your heirs or chosen beneficiaries. We guide you in navigating the complexity, consulting with trusted professionals in the creation of wills, trusts, and estate plans, ensuring that your legacy is preserved, and your wealth transitioned according to your wishes.
Our Philosophy
01.
Understanding Stocks as Business Ownership
At Blalock Williams, we view stocks not merely as blinking lights on a screen, but as a share of ownership in a business. As such, we understand that stock prices will naturally fluctuate in the short term, reflecting the prevailing sentiments of the market. However, echoing the wisdom of investment guru Ben Graham, we firmly believe that “In the short run the stock market is a voting machine but in the long run, it’s a weighing machine.”
02.
Our Investment Approach
We are not market timers. Predicting the occurrence of the next recession or the dawn of the next bull market is not our game. Instead, we place our trust in high quality managers building portfolio’s designed to weather short-term uncertainties and capitalize on long-term growth. As renowned investor Peter Lynch wisely said, “Far more money has been lost by investors trying to anticipate corrections than in the corrections themselves.”
03.
Our Core Beliefs
Our Team
Lee Williams, WMCP®
Chief Investment Officer, Wealth Advisor
P 256.444.6243
E lee@blalockwilliams.com
John B. Blalock, IV, CFP®
Chief Executive Officer, Wealth Advisor
P 205.779.0873
E john@blalockwilliams.com
Laura Lacey
Chief Compliance Officer
Executive Assistant to Lee Williams
P 256-444-6256
E laura@blalockwilliams.com
Ashley Moman
Chief Operating Officer
Practice Manager for John B. Blalock, IV, CFP®
P 205.779.0795
E ashley@blalockwilliams.com