A complete list of active advisors currently associated with Wills Financial Group, LLC

Warmer can help you find a great advisor at Wills Financial Group, LLC or one who fits your needs even better.

Wills Financial Group provides customized portfolio management and, when requested, standalone financial planning and consulting to individuals, families, retirement plans, trusts, estates and foundations. The SEC-registered adviser manages roughly $385.7 million on a discretionary basis and typically operates under written limited powers of attorney to implement client strategies. The firm’s investment team uses fundamental analysis and regular investment-team reviews to build balanced portfolios that emphasize both capital appreciation and income, generally employing individual equities, bonds, mutual funds and ETFs. WFG generally avoids using margin for investment purposes, treats cash as an asset class, and may, in limited cases, offer private placement opportunities to qualified clients. Structurally, WFG succeeded to the registration of Wills Financial Group, Inc. and is principally owned by that corporate entity, an affiliation that is less common among similar team firms. The firm also provides consolidated reporting for assets not managed by WFG via a third‑party service (ByAllAccounts), discloses a limited co‑ownership of rental property with a client, and states it does not accept compensation for recommending other investment advisers.

To learn more about the advisors currently working at Wills Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Wills Financial Group, LLC's office locations.

Name	Location	Years of experience
Grace Choi	Newton Square, PA	10
Adam Mehrer	Newton Square, PA	12
Evan Moog	Richmond, VA	11
Janet Wills	Richmond, VA	36

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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