One thing you will find when working with Wilson Financial Group – we will never tell you what to invest in.

Our Mission

We will teach you about your options and help educate you in a way that you can make good decisions on your financial path.

The mission of Wilson Financial Group is to provide “safety-first” investment management with unmatched customer service. We aspire to achieve returns that meet or exceed long-term averages while reducing risk and volatility. Specifically, we strive to contain downside risk while still maintaining the ability to capture gains in any future bull markets.

Ultimately, our goal is to provide our customers increased peace of mind knowing their assets are managed in a value-conscious manner. Our caring team of professionals are committed to achieving the highest standard of honesty, integrity, trust, and excellence in everything we do.

Our vision is to earn a position as a trusted advisor through hard work, dedication, and clear communication.

Our values serve as the foundation from which we have built every aspect of our firm. They represent what our company stands for, shape our path, and guide every decision we make. They guide us every day and form the foundation of the level of service and experience you can expect.