A complete list of active advisors currently associated with Wilson Investment Advisory Services, LLC

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

Wilson Investment Advisory Services is an independent, single-advisor registered investment adviser that serves individual clients with personalized investment planning and portfolio management. The firm provides both discretionary and non-discretionary asset management and offers investment planning on a fixed‑fee or hourly basis. Portfolios are constructed and monitored based on each client’s suitability information, with research grounded in fundamental analysis and Morningstar analytics; the firm primarily recommends mutual funds and ETFs and uses model portfolios, long‑ and short‑term purchases, and periodic rebalancing. Discretionary accounts are monitored continuously, and the firm routinely combines related household accounts for fee determination and recommends periodic (typically annual) reviews. The firm’s managing principal is also a licensed CPA who offers tax preparation services for a separate fee and may recommend those services to clients, an affiliation that is uncommon among independent advisory firms. In addition, personnel are registered representatives of Lincoln Investment Planning (and associated with Capital Analysts, LLC) and are licensed insurance agents, so clients may be offered commission‑based brokerage or insurance products separate from the firm’s advisory services.

To learn more about the advisors currently working at Wilson Investment Advisory Services, 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.