Bill Pauley (CFA, CFP®)
Bill Pauley focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Charitable Giving
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Real Estate Investments
- Unmarried Couples
- Alternative or Private Investments
- Charitable Giving
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Real Estate Investments
- Unmarried Couples
Planning Specialties
Creating custom index portfolios with an emphasis on risk management, tax sensitivity and income generation (without using annuities!)Additional Information
Hi, I'm Bill Pauley, founder of Southernmost Advisors. I am a math nerd who built a career in finance in order to help others find financial security. This amazing journey has been a function of my own money story. I built this firm to provide the comprehensive financial service model I wanted for my own working family: commission free, fully integrated across tax, estate, cashflow, insurance planning and in-house investment management. I’ve been known to be obsessed with data across my 20 years in the industry. That obsession with data has fueled a decade designing custom index portfolios, focused on managing risk, demanding evidence over Wall Street storytelling, & aligning every decision with client goals. Prior to founding Southernmost Advisors, as a part of almost 20 years in the business, I spent the previous 10 years as the head of the head of the Client Portfolio Management Group for Systematic ETFs at Hartford Funds. I received my bachelor's degree from Syracuse University and have completed coursework towards a Financial Mathematics master's degree from Johns Hopkins. I have also earned the right to use the Chartered Financial Analyst® designation, am a Certified Financial Planner professional, and am a member of CFA Society of Philadelphia.NAPFA Start Date
July 01, 2026
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