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Our Why

If it's not already obvious, I care a great deal about true financial planning and the impact it has on our clients' happiness and life fulfillment. Wealth is secondary in my client relationships. It's a tool we leverage for our clients' benefit, but it's never more important than who we're doing it for. In short, we want to make our clients' lives better, and we do this best through our authentic approach to financial planning.

What I enjoy most about being a financial advisor is helping people focus on what truly matters. It's so easy to get caught up in raising a family, growing a career and creating wealth. I like the process, the questions and the analysis that goes into developing a true financial plan.

A lot of financial people have lost their way, I haven't. We offer a fee-only fiduciary financial planning model that validates our client-first ambitions.

Read my posts, listen to my podcasts…and when you're ready for a real conversation about your wealth, call me.

Request a Complimentary Consultation

Your Financial Planning "Best Before Date"

Discover how to plan for your retirement while you still have "Possibilities",
rather then ending up with "Probabilities".

What You Can
Expect When
Working With Us

Choosing a financial planner is not a simple choice. We encourage you to interview several potential advisors. It is our feeling that a lot of financial people have lost their way, we haven’t. We offer a fee-only fiduciary financial planning model that validates our client-first ambitions.

Read my posts, listen to my podcasts…and when you’re ready for a real conversation about your wealth, call us.

 

Learn More About Working With Us Request a Complimentary Consultation

J.E. Wilson Advisors, LLC
2431Devine Street
Columbia, SC 29205
803.799.9203 or 888.799.9203

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