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 |
|---|---|---|
Birmingham, AL
| 35
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")