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.