Sound Financial Planning. Unwavering Service.

Our Purpose

To create tailored financial growth through personalized, lifelong partnerships empowering your unique ambitions and navigating wealth management’s complex landscape.

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

You deserve a tailored plan to address your entire financial picture, including saving, investing, tax planning, insurance, retirement planning, education funding, and estate planning.

Investment Management

Our core principal of owning stocks is buying a partial ownership in a business. We are not market timers. Peter Lynch sums up our philosophy, “Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.”

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

At Blalock Williams, we hold steadfast to three key principles: Goals Matter, Costs Matter, Taxes Matter. We understand the critical role these factors play in shaping your financial future. Hence, we prioritize effective tax planning, cost-efficient investing, and setting clear, achievable goals to guide our wealth management strategies, ensuring that each step we take aligns with your financial aspirations.

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

Contact Us

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