Financial Planning is Our Art

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Improving Financial Decisons by Decreasing Emotional Reactivity

The path to better outcomes begins with better financial decisions. The way to make better decisions is to decrease emotional reactivity.

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You and Us

Everything should be as simple as possible, but not simpler.
- Albert Einstein, theoretical physicist and Nobel Prize Winner

Numbers are one thing....life is another. We believe the dominant determinant of long term financial success is behavior. What you do, choices you make, trade-offs you make. We provide clients with "dispassionate discipline" to help avoid missteps that can threaten long term goals.

Our trademarked process, Wealth Rx® is focused on "The Three Enemies": 1. Inflation-living cost increases erode the value of your savings; 2. Behavior- what you should do versus what you actually do; and 3. Neglect- distractions and inertia are powerful forces.

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Our Story

Good advice is priceless. Not what you want to hear but what you need to hear. Not imaginary but practical. Not based on fear, but on possibility. Not designed to make you feel better, designed to make you better.
- Seth Godin, Author

Our firm pioneered a new approach to financial advice over three decades ago. We are a fiduciary advisor, always focused on you. At J.E. Wilson Advisors, we think the personal finance world is upside down. We concentrate on life planning first, before focusing on investments.

Partnering with you, we share responsibility for good long term results. We help manage the often difficult behavioral pieces of complicated financial lives.

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DIG DEEPER

Great things are not done by impulse, but by a series of small things brought together.
- Vincent van Gogh READ OUR BLOG

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