Bill Kearney

Bill Kearney was always destined to be a planner.

Originally from western New York, Bill grew up near Lake Norman, NC. When news broke that his hometown was getting an NFL team, he asked his dad if he'd buy season tickets. His dad said he'd gladly buy his own seat — but Bill would need to earn the money for his. At 5,000 dollars a seat, that meant mapping out his first financial plan: how to go from zero dollars to 5,000 dollars in one summer. By the end of that summer, he had 30 clients and four people working for him. He'd saved enough for his season ticket, plus a new set of wheels for his dad's mower.

Fast forward a few years to the business he co-founded, Crown Advisors, LLC. Bill is a planner because he's passionate about people and finances. He believes most people are wiser than they give themselves credit for — they know they need a plan, a roadmap to follow. Their real problem is finding an adviser they trust, so they go without one. Sooner or later, they learn that traveling the retirement journey without a well-designed roadmap isn't a good idea.

Money is important, but to Bill it's really just fuel for the journey through life. Holistic planning makes sure that fuel is put to its highest and best use — which, in large part, determines how enjoyable that journey turns out to be.

Bill graduated from the University of Tennessee in 2001, and again in 2003, and started his career in financial services shortly after. He learned quickly that independence would let him plan without bias. There's always a corporate push to sell products when you work for a company. Bill's focus is choosing what's genuinely best for his clients — being an independent fiduciary means he can shop the entire market without pressure to sell or produce.

When he's not working, Bill enjoys traveling and spending time with his family.

Bill welcomes the opportunity to speak with you and answer any questions.

Bill Kearney

Co-Founder | Crown Advisors, LLC