Ron Williams, CES™, CFP®

The True North Narrative Bio

Ronald H. Williams, CFP®, CES™ Founder & Principal Advisor, True North Advisors L.L.C.

In life and in the markets, the terrain is constantly shifting. What served as your financial destination a decade ago rarely remains the same today; as we evolve, our "True North" naturally changes with us. For 36 years, Ronald H. Williams has dedicated his career to ensuring that when life changes, a client’s financial blueprint adapts seamlessly alongside it.

At the absolute core of our practice is a singular specialty: advanced, rules-based portfolio management. True North Advisors L.L.C. we believe that managing wealth requires an objective, disciplined compass—not guesswork. To achieve this, Ronald has spent the last 30 years as a dedicated student, advocate, and practitioner of the Nasdaq Dorsey Wright systematic growth models. By leveraging their point-and-figure charting and relative strength methodologies for over three decades, he filters out market noise and focuses purely on supply and demand data. This highly efficient, technical approach to portfolio management has been the cornerstone of his success, allowing him to protect capital during market volatility and capture sustained growth when trends align.

Now, by pairing his multi-decade portfolio management expertise with his dual designations as a Certified Financial Planner (CFP®) and a Certified Estate Specialist (CES™), Ronald provides a complete lifecycle approach to wealth. He doesn't just manage the assets for today's journey; he structurally aligns them for a tax-efficient, seamless generational transfer. Whether navigating the transition from wealth accumulation to predictable retirement distribution, or fine-tuning an estate plan, Ronald utilizes disciplined portfolio management as the anchor that keeps families moving confidently toward their ever-evolving North Star.