A complete list of active advisors currently associated with Wilson Financial Group

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

Wilson Financial Group provides wealth management and financial planning to individual and high‑net‑worth clients, offering discretionary investment management, ongoing oversight, and customized planning engagements. Portfolio implementations typically use low‑cost, diversified mutual funds and ETFs, and the firm may also include individual stocks or insurance products where appropriate. The firm’s investment approach is grounded in modern portfolio theory with a primarily long‑term focus, using strategic asset allocation bands, periodic rebalancing, and tactical adjustments to align with clients’ goals and risk tolerances. The advisor may retain legacy positions, execute shorter‑term trades when warranted, and recommend reallocations for reasons such as tax harvesting, concentration risk, or liquidity needs. Notable distinctions include that the firm’s principal is separately licensed as an insurance professional and may earn commission compensation for insurance sales, a practice the brochure discloses as a potential conflict of interest but notes clients are not required to purchase insurance. The firm also discloses an institutional relationship with its custodian that provides software and operational benefits to the advisor, which the firm identifies as an economic benefit that could influence custodian recommendations.

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

Name	Location	Years of experience
Philip Wilson	Birmingham, AL	36

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