About Us
Our Values
We’re guided by a commitment to integrity, transparency, and client-first service in everything we do. We believe that financial planning is built on trust and we dedicate ourselves to fostering long-term relationships rooted in honesty, accountability, and professionalism.
Our approach is centered on personalization, education, and empowerment—ensuring that every client feels confident in their financial future. We embrace innovation and strategic thinking to provide tailored solutions that adapt to life’s evolving needs.
Above all, we are passionate about making a meaningful impact, helping individuals, families and businesses achieve financial well-being with clarity, purpose, and confidence.
About Jim Williams, Financial Advisor
Corestone Asset Management is led by financial advisor, owner, and CEO Jim Williams. He is dedicated to fostering long-term relationships and guiding clients with integrity, personalization, and forward-thinking strategies.
Jim believes financial planning should be both personal and purposeful. By combining strategic insight with personalized attention, he works closely with individuals, families, and businesses to create financial strategies tailored to their unique goals and values. He emphasizes education and empowerment, ensuring clients understand their options and feel secure in the decisions they make. Through innovative thinking and a steady, client-first approach, Jim provides solutions designed to grow and adapt as life evolves.
A Georgia native, Jim values family and community. He enjoys spending time with his wife and cheering on the accomplishments of his two daughters. Outside the office, he can often be found traveling, painting, riding motorcycles, or exploring new adventures with his family.
Jim holds a bachelor’s degree in economics from Valdosta State University and is a licensed financial planner in the state of Georgia.
My Qualifications
I’ve been working with individuals and businesses in the area for several years, accumulating extensive personal and professional experience.
I’m dedicated to developing lasting relationships with all our clients. I believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with Corestone Asset Management is our ability to provide clear, easily understood explanations of financial products and services. The personalized program we offer is designed to serve as a roadmap, helping you organize your finances and plan for the future with greater clarity and confidence.
Research & Support Team
These team members work directly for The Impact Partnership, LLC – a non-affiliated, third-party firm. The Research and Support team has a limited role on an as-needed basis.
Evan
Research and Support
Kaitlyn
Advisor CMO
Samantha
Annuity Case Manager
The Research and Support team members are individuals working directly for an independent third-party firm The Impact Partnership. Corestone Asset Management and The Impact Partnership are separate entities and are not affiliated with nor controlled by Corestone Asset Management. The Research and Support team has a limited role on an as-needed basis.
We Look Forward to Using Our Expertise to Help You Pursue Your Financial Goals
For more information about Corestone Asset Management or to schedule a consultation, please fill out the form below and we’ll be in touch shortly.
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696 Shackelford Rd.