Welcome to a different
wealth management experience.
We offer all the capabilities, advice and service that’s historically only been provided to families with their own single-family offices. We offer a dedicated experience to a select set of clients–clients with complex financial needs who aren’t being adequately served by traditional advisory institutions.
We exist because you deserve what a private family office provides, in a way that suits you.
How We Began
Constellation Wealth Advisors was founded in 2009 as an independently owned, SEC registered investment advisor. Our story began when Patrick Lafley and John Williams set out to find a better way to provide high-caliber wealth management capabilities to families with complex financial situations.
After spending years as financial advisors at big banks and institutions, they teamed up to build a firm that always does what’s in the best interest of the client–not the organization. And that’s exactly what we’re still here to do.
founding year
assets served
office locations
dedicated team for you
Where We’re Heading
Our course is set and we’ve stayed true to our founding vision. To date, we’ve reached over $3.9 billion in assets under management, helping families make the most of their wealth. We have locations in both Cincinnati and Nashville, but we are happy to serve families wherever their dreams take them.
Our goal is to continue finding better and better ways to provide exceptional, tailored wealth management for our affluent individuals and families so they have the freedom to focus on what matters most. We look forward to serving you too.
We’ve set out to actually do what others say they do.
John Williams, CFA
Co-Founder & Managing Partner
Let us help you navigate wealth differently.
Meet the people who lead the way.
We Invest in Our Community
We believe in giving of our time, talents and resources for the most important return of all: helping to improve the lives of those in our own community.
