Your Local Independent Financial Advisor
Stable Wealth is an independent, fiduciary financial planning firm serving individuals and families in Lacey, Olympia, Tumwater, and the greater Thurston County area. We provide personalized wealth management with a focus on clarity, coordination, and long-term confidence.
Independent. Fiduciary. Local.
When you work with a financial advisor, you deserve to know that their recommendations are in your best interest — not driven by sales quotas, product incentives, or corporate mandates. As a fiduciary, Alex Williams, CFP® is legally required to put your interests first. Always.
Stable Wealth is not a branch office of a national chain. We are a local, independent firm that chooses to work with a limited number of families — so we can provide the depth of attention that complex financial lives require.
How We Help
Comprehensive Planning
We look at your entire financial picture — investments, taxes, retirement income, estate planning, and risk management — and build a strategy where every piece works together.
Retirement Planning
Whether you’re approaching retirement or already there, we help coordinate income sources, Social Security timing, tax-efficient withdrawals, and lifestyle planning.
Investment Management
Disciplined, diversified portfolios built around your goals and risk tolerance — with ongoing monitoring, tax-aware rebalancing, and transparent fees.
Serving the Lacey-Olympia Community
With an office at 676 Woodland Square Loop SE, Suite 302W, Lacey, WA 98503, Stable Wealth proudly serves clients throughout Thurston County — including Lacey, Olympia, Tumwater, Yelm, and the surrounding areas.
We also maintain an office in Wellington, Florida and work remotely with clients across the country.
Whether you prefer to meet in person at our Lacey office or connect virtually, we are here to help you navigate your financial life with confidence.
Phone: (360) 455-3799
Meet Alex Williams, CFP®
Alex Williams is a CERTIFIED FINANCIAL PLANNER™ professional with 26 years of experience helping individuals, families, and professionals navigate complex financial decisions. As an independent fiduciary, Alex’s advice is always in your best interest — never influenced by product sales or corporate mandates.
Alex specializes in working with clients who have $500K–$5M+ in investable assets and are navigating retirement, business transitions, or the growing complexity that comes with building and protecting wealth over time.
- CFP® Professional — Highest standard in financial planning
- 26 years of experience — Helping families through every market cycle
- Independent fiduciary — Your interests come first, always
- Limited client relationships — Depth of attention, not volume
Years of Combined Experience
Multi-Generational Families Served
Assets Under Management¹
%
CFP®-Led Financial Planning
Schedule Your Conversation
This is a brief, 15-minute introductory conversation to learn about your situation and determine whether Stable Wealth may be a good fit. No preparation is required, and there is no obligation or sales pressure.