To them, you are an option. To us, you are the priority.

Williamson Ross Financial is an independent registered investment advisor that specializes in financial tactics for business owners and people who are self-employed. As a client, we collaborate closely with you to solve your financial challenges, work to achieve your goals, and optimize your financial strategies. Our holistic approach considers the practical, mental and emotional impact of money in your life. We offer quality, judgement-free advice while respecting your time, and valuing your business.

Unlike traditional firms, we do not sell or promote products nor do we earn commissions or sales incentives from your account transactions. Our business is to develop personalized financial strategies that are, above all, in your best interest.

Experience the Williamson Ross Difference

  • We make the process of developing your financial strategy simple.

    As business owners, we understand the challenge of balancing financial management with other essential tasks. That’s why we’ve created a collaborative process that simplifies financial strategy development, providing clear solutions tailored to your unique needs. Our goal is to make managing your finances easy, efficient, and stress-free.

  • We relieve you of the burden of doing it all yourself.

    Our role is to take the burden of financial planning off your shoulders. We create customized, actionable financial strategies, and guide you through every step of the implementation process—saving you valuable time and effort.

  • We demystify your money management options.

    Managing financial matters may seem straightforward, but it can often be overwhelming. The time required to plan and implement strategies, combined with the necessary education to fully understand your options demands significant effort. Fortunately, help is available!

  • We build trust through transparency.

    At Williamson Ross Financial, we prioritize open communication and full transparency, ensuring you always feel informed and confident in every financial decision we guide you through.

Our Process

  • 1. Schedule a consultation.

    During this free 15-minute call you will tell us your goals and challenges, and we will assess how we might be of service. Visit our booking page to view our availability and choose a day and time that works for you.

  • 2. Review our brochure, client agreement, and intake documents.

    These documents outline our advisor-client relationship, our deliverables, our pricing, and what we need from you. It’s important that you understand and feel comfortable with our services, prices and process before you agree to work with us. So, we give you ample time to look over everything. When you’re ready, return the documents to us to set up an onboarding meeting.

  • 3. Meet with us in person or virtually to onboard.

    To provide tailored advice, we collect information and documents that tell us about your current financial situation, your goals, your timeline and your relationship to money. This step is usually completed over 1-2 meetings.

    As part of onboarding, we will give you access to our client portal, where you can view your profile, advisor-client communications and reports.

  • 4. We go to work.

    Using the information we collect from you, we explore options and run scenarios to determine the best theoretical path to get you where you want to be. From there, we develop a recommendation based on what we believe would be most suitable and practical for you. We create a multi-module report to help you visualize and execute our proposed strategy.

  • 5. Review the strategy.

    Depending on the service you select, this is our final meeting where we recommend a holistic strategy tailored to your needs and lifestyle. We explain the elements that influenced our choices, the features of our recommendation and any relevant alternatives. Once we are comfortable you understand the strategy, expected outcomes and risks as applicable, we guide you on next steps to implement your strategy.

FAQs

  • Williamson Ross Financial is an independent registered investment advisor based in Novi, MI. We offer advice on investment strategies and portfolio management, as well as general financial strategies like retirement and cash management. We work with small business owners, solo practitioners, and people who are self-employed. 

  • Williamson Ross Financial helps clients develop and execute personalized financial strategies that address their integrated business and personal financial goals. Clients receive one-on-one counseling and guidance, and (if selected as a service) ongoing portfolio monitoring and guided management. See a full list of our services here.

  • Many money managers offer services to business owners. Williamson Ross Financial stands out because we focus on business owners. And, unlike big firms, we structure portfolios and strategies that are truly tailored to you, not assigned from a list of approved models. Also unlike big firms, you will work directly with our owner, Shelisa Fields. Which means  that the advice and service you receive will not be limited to the authority and restrictions of whatever representative or advisor is assigned to your account. 

    We also offer portfolio management services that do not require you to give us access to your accounts. So, you maintain a level of control over your money while still taking advantage of our advice and oversight.

  • When you become a client, you relieve yourself of the burden of having to figure out and execute an optimal financial strategy on your own. Working with a trusted Williamson Ross Financial advisor gives you back the time and energy that you need to run your business and your life. You’ll work with a dedicated advisor who understands you and your layered priorities, and who is dedicated to your best interest and to building a trusting relationship. Schedule a consultation to find out if working with us is right for you.

  • We are non-commission based advisor, which means we do not make money on trades or selling third-party products. Our fees are based on the value we provide. Read our client brochure for an outline of our fee structure.

  • Yes! Williamson Ross Financial is equipped to work with many types of clients. Though we specialize in solutions for business owners, our principles for developing financial strategies and portfolios are widely applicable. Even if you don’t own a business, you can schedule a consultation to determine if working with Williamson Ross Financial is right for you.