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 provides investment advisory services to individuals (including high‑net‑worth clients), trusts, estates and business entities, delivering ongoing discretionary portfolio management as well as financial planning, one‑time and as‑needed consultations. The firm also offers public educational workshops (noted in the brochure as always provided free of charge) and participates in both wrap‑fee and non‑wrap fee advisory programs. The firm describes a value‑oriented, long‑term investment approach that relies on fundamental security analysis and a blend of strategic and tactical asset allocation, with portfolios tailored to each client’s objectives and risk tolerance. Accounts are actively monitored on a discretionary basis and the firm will adjust allocations or hold cash as needed to address special situations such as legacy positions or tax considerations. Wilson Financial Advisors is organized as a subsidiary of an insurance entity and its representatives are licensed to sell insurance and annuity products, a relationship the brochure discloses can result in commissions and incentive awards and therefore presents potential conflicts of interest. Compared with peers, the firm’s combination of participating in wrap programs, regularly offering free public workshops, and operating with a small adviser team managing roughly $12.6 million across more than 200 clients is a notable aspect of its service model and client mix.

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.