William M. LaPiana

William LaPiana founder and President of Paxton Financial Services is an independent wealth advisor specializing in advanced financial planning and exit strategies for business owners, entrepreneurs, and families with highly appreciated assets. His practice is focused on helping clients preserve, manage, and transition wealth while considering tax implications, managing risk and planning for future liquidity events.

As a Certified Exit Planning Advisor (CEPA®), William works with clients well in advance of a business sale, real estate disposition, or concentrated-equity event to structure outcomes hat align with both financial and personal objectives. His planning process integrates tax aware exit strategies, alternative investment strategies, income planning, and legacy planning tailored to individual circumstances.

William collaborates closely with his clients and their professional advisors to design and implement customized planning strategies, which may include installment sales, trust- based structures, and diversified investment strategies.

Known for his relationship-driven approach and ability to simplify complex strategies, William serves as a long-term partner to clients navigating pivotal financial decisions. His mission is to provide clarity, structure, and confidence at every stage of the wealth and exit- planning process.

William holds his Series 7, 63, and 65 licenses, as well as Life, Accident, and Health insurance licenses. A married husband and father of two, he has been in the financial services industry since 2002, bringing over two decades of experience to his clients. Securities and advisory services offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Road, Davenport, IA 52807 (563) 326-2064. Member: FINRA/SIPC. Paxton Financial Services and Ausdal Financial Partners are independently owned and operated.