A complete list of active advisors currently associated with Wilson Financial Advisors, LLC

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

Wilson Financial Advisors serves individual and high‑net‑worth clients, as well as trusts, estates and business entities, providing discretionary portfolio management, written financial planning and one‑time or as‑needed consulting. As of December 31, 2024 the firm reported managing roughly $8.6 million on a discretionary basis and also delivers public educational workshops to associations, family foundations and employers. The firm’s investment approach is grounded in fundamental analysis and a value‑oriented, long‑only strategy, combined with both tactical and strategic asset allocation to adjust exposures as market conditions or client needs change. Portfolios are tailored to individual objectives and constraints, with the adviser accommodating special situations such as legacy holdings, tax considerations, and client‑imposed restrictions, and conducting periodic reviews. Wilson Financial Advisors is notable among peers for offering services through both wrap‑fee and non‑wrap programs, and for its ongoing public workshops (provided free of charge), features that are less common for similarly sized supported firms. The adviser was formed as a subsidiary of an insurance entity and its investment adviser representatives are separately licensed to sell insurance and annuity products; the brochure discloses that such sales can generate commissions and occasional travel or marketing reimbursements, a potential conflict the firm notes and discloses to clients.

To learn more about the advisors currently working at Wilson Financial Advisors, 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.