Why Southernmost Advisors Exists
We’re not your typical financial firm (and we’re
proud of it)
Over the last 20 years working in finance, I designed and managed custom investment portfolios and provided deep analytics for thousands of financial advisors and institutions serving high net-worth clients.
We believe you deserve what we demand ourselves: unbiased advice, transparent pricing, and a guide whose only goal is helping you achieve yours.
Meet Bill Pauley, CFA, CFP®
I’ve dedicated my career to helping people’s money grow with intention.
We at Southernmost believe the comprehensive and enduring ‘Family Office’ model, which has long been used by the wealthiest families, should be accessible to working professional families.
I built this firm to provide the comprehensive financial service model I wanted for my own working family: something simpler, more transparent, and more human.
Professional Highlights
20 years in the financial industry
10 years in portfolio management
Dozens of research papers authored A few papers live here
Thousands of consultations for Top Financial Advisors and Institutions
CFA Charterholder – What does this mean?
CFP® Professional – What does this mean?
My Family & Personal Background
Home:
Following my time at Syracuse University and early career stops in the NYC and DC metros, my wife Nicole and I – along with the joy of our lives, our daughter Airyanna – now happily split our time between Bucks County, PA and sunny Key West. (We are actively working on our status as true freshwater Conchs!)
Hobbies:
We love spending as much family time together as our calendars permit. You can usually find us at Airy’s performance recitals, spending time with the amazing artists in Key West, going to Syracuse games, or going on family ski trips.
Our Key West Story:
Starting with our first vacation together almost 20 years ago, Key West has become home and the place of many of our biggest life moments. It’s where we became engaged, had our wedding, and now where we’re fortunate enough to build our family with our own little slice of paradise.
