MBA, CPA, CFP®, PFS
MBA, CPA, CFP®, PFS
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Bill Cleveland, MBA, CPA, CFP®, PFS
Fee-only financial planner located in Augusta, GA, and Columbia, SC serving clients locally and across the country.
Meet Bill Cleveland
As a dedicated life-long learner, Bill is committed to professional and personal development. This commitment to continuous improvement is something he has embedded into the very fabric of Calvary Wealth. In addition, Bill is an active member of the Bar Study Group, meeting twice a year with fellow professionals, who are dedicated to improving their knowledge base.
Because of his contribution mindset and commitment to our nation’s future, Bill has a passion for being a mentor and role model for kids. He participates in a mentoring and coaching program for elementary and middle school boys and is also a baseball coach.
What is Wealth?
“The wealthiest people I know were my grandparents. My grandpa retired in his early 60s, had the house he built paid for, and primarily lived off Social Security. In looking back, they seemed truly content with each other, their family, garden, fishing pole, and their strong faith and values. They never could give expensive gifts for birthdays and holidays, but they gave me their time and love which was the best gift of all.
As an advisor and coach, we have more influence on our client’s lives than almost any other person in their lives. I view this influence as a wonderful gift, but also feel the heavy burden of using it responsibly.
I take great pride in making sure my clients are not taken advantage of and surrounding them with a team of advisors, who will look out for them and always has their back. Twenty or thirty years from now, when I step back from my career, just having good returns or selling my business for a decent amount is not going to be all that meaningful. I want to know that I helped my clients use their financial wealth to achieve what they truly value. I also want to know that I was a great coach, mentor, and friend to the employees at our firm and treated them with the same level of care as my own family”.
Bill Cleveland is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
Bill Cleveland is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Bill Cleveland
3740 Executive Center Dr
Augusta, GA 30907