Constellation Wealth Advisors

Constellation Wealth Advisors, founded in 2009, is an independently owned, SEC-registered investment advisor providing a dedicated, family office–style wealth management experience to clients with com Constellation Wealth Advisors, founded in 2009, i...

Constellation Wealth Advisors, founded in 2009, is an independently owned, SEC-registered investment advisor providing a dedicated, family office–style wealth management experience to clients with com Constellation Wealth Advisors, founded in 2009, is an independently owned, SEC-registered investment advisor providing a dedicated, family office–style wealth management experience to clients with complex financial needs. Established by Patrick Lafley and John Williams after careers at major financial institutions, the firm was built on a commitment to always act in the best interest of clients rather than the organization. With over $4.5 billion in assets under management, Constellation serves affluent families through tailored strategies, combining deep expertise with personalized service. Headquartered in Cincinnati, OH, with an additional office in Franklin, TN, the firm continues to expand while remaining true to its founding vision: delivering exceptional advice, capabilities, and support so families can focus on what matters most.