Our Mission and Philosophy

Our History

James Wilson founded the firm in 1982 after completing requirements for the Certified Financial Planner (CFP^®) professional designation. The mission of the firm has always been to render fully independent advice to our clients.

Over the years the firm has developed a unique process for delivering both initial and ongoing financial counsel to clients. In 2000 the firm was granted a federal trademark for this unique process: The Integrated Economic Solution^®.

We continue to make history as we have reached the 25 year mark of servicing our clients, providing peace of mind and proven financial solutions.

The firm has remained locally owned and operated since its establishment.

Our History
Our History James Wilson founded the firm in 1982 after completing requirements for the Certified Financial Planner (CFP^®) professional designation. The mission of the firm has always been to render fully independent advice to our clients. Over the years the firm has developed a unique process for delivering both initial and ongoing financial counsel to clients. In 2000 the firm was granted a federal trademark for this unique process: The Integrated Economic Solution^®. We continue to make history as we have reached the 25 year mark of servicing our clients, providing peace of mind and proven financial solutions. The firm has remained locally owned and operated since its establishment.