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CONTACT US We look forward to speaking with you about your financial needs.
Click Here to go to our contact form. (801) 355-5210
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.
NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.
A Financial Advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client.
Wilson Financial Advisors offers comprehensive, fee-only financial planning to individuals and institutions. Our firm is composed of industry professionals with a strong background in investments, wealth management, tax planning, employee benefits and estate planning.
For 25 years, we have offered clients an alternative to the commission or stockbroker world by delivering objective advice free of ulterior motives and conflicts of interest. We establish relationships with our clients through full disclosure and build lasting connections with education and communication.WFA is not a performance-based practice. Our sole desire is to monitor, maintain and improve our clients’ financial health through sound investments and careful planning.
We Are Taking Nothing for Granted Though uncertainty is high, we want to emphasize that we are focused on meeting the challenges of navigating this environment and taking advantage of the opportunities that it presents.
In addition to analytical expertise, conviction, and patience, we think our ability to navigate this environment and make effective long term decisions requires that we think creatively, expand our knowledge base, and stay intellectually honest by challenging our own views.
These are all core elements of Wilson Financial Advisors' research process. They have been critical to our past success and, we believe, bode well for our ability to continue to add value for you in the future.
Commonly asked questions... It is always our goal to offer our clients as much information that we can. Below are a few of the most commonly asked questions about us and how we work. If you need any other information please CONTACT US at anytime, we would be more than happy to speak with you.
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Though uncertainty is high, we want to emphasize that we are focused on meeting the challenges of navigating this environment and taking advantage of the opportunities that it presents. 
