John’s Approach
John L. Williams
CPA
Investment Advisor Representative
Overview
John Williams is an investment advisor representative who works with business owners and retirees from our Atlanta office. Involved in the financial services industry since 1977, John helps clients align their financial decisions with their long-term goals and desired lifestyle.
John joined Savant in 2023 when Capital Directions became part of the firm. He had been with Capital Directions since 2018. Before that, he began his career in public accounting with a national accounting firm and went on to build both a CPA practice and a financial planning firm. Throughout his career, he has served hundreds of individuals and numerous business owners, helping them navigate financial planning, tax considerations, retirement planning, and cash flow management.
An active and licensed Certified Public Accountant (CPA), John brings a comprehensive perspective to helping clients address their financial needs and opportunities.
John earned a bachelor’s degree in accounting with honors from Georgia State University.
He shares both life and business with his wife, Susan. He also enjoys giving back to his community and is a member of the North Georgia Master Gardeners.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Accounting & Consulting Services
Integrated accounting, tax, payroll, and advisory services that help business owners navigate complexity, evaluate opportunities, and plan for the future.
Education
- Georgia State University
Bachelor of Business Administration in Accounting, with honors
Professional Designations
- Certified Public Accountant
Affiliations
- North Georgia Master Gardeners – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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