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Sarah W

Series 65, Series 66

Lawrence, KS

Fern Financial Group, LLC

Sarah Williamson is a financial advisor at Fern Financial Group, LLC with two years of industry experience. She holds Series 65 and Series 66 licenses and has operated her own CPA practice since 2015. Fern Financial Group serves individual and high-net-worth clients, providing retirement plan consulting and family office wealth-planning services. The firm uses an open-architecture investment approach, employing third-party discretionary managers and primarily recommending ETFs and individual equities tailored to clients’ goals and risk profiles.

Wealth management ESG / Sustainable investing Private / alternative investments Family Business General estate planning guidance Founder/Business Owner Retired
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