Felicity Financial LLC
“We are the missing piece!”
Comprehensive Solutions
Tailored for Your Financial Needs
© 2025 Felicity Financial LLC
About our company
At Felicity Financial LLC, we understand that investing can be complicated and overwhelming for the average investor. Our goal is to help you navigate through the dynamic process of establishing and maintaining an investment portfolio. We specialize in Wealth & Investment Management, with a focus on trust accounts and retirement planning. Our registered investment advisor is committed to providing Clients with personalized investment advice, and services tailored to your specific financial needs.
Felicity Financial LLC is an investment advisory firm that is currently serving the State of North Carolina. The Firm was founded in March 2023, and is wholly and privately owned by Jacqueline D. Williams. Felicity Financial LLC offers advisory services to high net worth clients, foundations, charitable organizations and other business entities. As the firm grows and begins to expand, more services and products may be offered.
© 2025 Felicity Financial LLC
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DISCLAIMER
The information provided by Felicity Financial LLC on this website is for educational and informational purposes only and should not be construed as investment advice, recommendations, or an offer to buy or sell any securities. All investment strategies and investments involve risk, including the possible loss of principal. Clients should be aware that investing in securities involves inherent uncertainties, and there is no guarantee that any investment strategy will achieve its intended results. Past performance is not indicative of future results. Market conditions, economic developments, and other factors may cause the value of a client’s portfolio to fluctuate over time, and clients should be prepared for the possibility that the value of their investments may decline. Diversification and asset allocation strategies do not ensure a profit or protect against losses in declining markets. Clients are encouraged to consider their individual financial situation, investment objectives, and risk tolerance before making any investment decision. All investments should be evaluated in light of the client’s personal financial circumstances. Clients should review all relevant disclosure documents, including the Adviser’s Form ADV, before engaging in an advisory relationship.