Financial Planning is Our Art

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Video Blog

Our latest "on location" video, at Jackson Smiles Studio, to illustrate the similarities between visiting the dentist and meeting with your financial advisor.

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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 We write a weekly blog with insights into personal finance and the path to achieving better outcomes.

You and Us

Everything should be as simple as possible, but not simpler.
- Albert Einstein, theoretical physicist and Nobel Prize Winner Numbers are one 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 "unbridled honesty" and "no judgement" advice to help avoid missteps that can threaten long-term goals.
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Our Story

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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