Wilson Financial Advisors, Inc.
Wilson Financial Advisors offers comprehensive, fee-only financial planning to individuals and institutions. Our firm is comprised of industry professionals with a strong background in investments, wealth management, tax planning, employee benefits and estate planning.
Established in 1984, we have always offered clients an alternative to the commission or stock broker world by delivering objective advice that is free of ulterior motives or conflicts of interest. We establish relationships with our clients through full disclosure and build lasting connections via education and communication.
WFA is not a performance based practice. Our desire is to monitor, maintain and improve our clients’ financial health through sound investments and careful planning.