A complete list of active advisors currently associated with Wilson & Boucher Capital Management, LLC

Warmer can help you find a great advisor at Wilson & Boucher Capital Management, LLC or one who fits your needs even better.

Wilson & Boucher Capital Management is a registered investment adviser that provides discretionary portfolio management and financial planning to individuals, trusts, and pension plans. As of December 31, 2025 the firm reported managing about $280.4 million for roughly 133 clients and typically charges percentage‑of‑assets fees while tailoring portfolios to clients’ risk tolerance, time horizon, liquidity needs, and objectives. The firm constructs portfolios using a detailed client questionnaire and independent research, emphasizing asset allocation, stock selection, and laddered fixed‑income positions while generally avoiding active trading; it executes trades on a discretionary basis and may aggregate orders across client accounts. The brochure also discloses that the firm may provide exposure to digital assets, and it outlines the operational, custody, and volatility risks involved with direct or indirect cryptocurrency exposure. Distinctive aspects include a compact two‑advisor team managing relatively large assets under management and a firm policy that it will not manage an account unless the client uses the recommended qualified custodian (Charles Schwab). The brochure further notes atypical non‑investment roles for a principal — including service as a reserve police officer and an active governance/financial role with a start‑up technology company — which the firm discloses as part of its business activities.

To learn more about the advisors currently working at Wilson & Boucher Capital Management, 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 Wilson & Boucher Capital Management, LLC's office locations.

Name	Location	Years of experience
James Boucher	Orinda, CA	27
Benjamin Wilson	Fairfax, CA	25

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

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.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support