SecurePath

Do you want a simple path to your goals? 

SecurePath is a virtual service that combines evidence based investment management and financial planning guidance designed to help investors reach their goals. We help people plan their finances and invest their money. 

SecurePath is the perfect answer if...

  •  You want a personalized financial planning experience, but don't have time for in-person meetings.
  •  You want a tailored, transparent, research-driven and easy-to-understand investment strategy. 
  •  You want a fee-only advisor, that works for YOU. You don't want products– where the advisor is paid a commission.


What's Included?

An investment portfolio that allows you to target your goals, time horizon and return expectations

Customized guidance the way you want: via video, phone or email Access to a client portal for balances, performance and holdings

A team of REAL people bringing you our financial planning skills and knowledge working for YOU

Getting Started is Easy 

Let's start with an introductory phone call or email to see if SecurePath is the right fit

About J.E. Wilson Advisors, James E. Wilson, CFP®

Named to 11 "Top Advisor" lists by Worth, Money & Medial Economics, James is a proven thought leader among fee-only financial planners. James guides successful individuals on the path towards financial independence. 

James E. Wilson, CFP

As Seen In...

100 Most Influential Advisors Investopedia 2017
Forbes
The New York Times
Medical Economics
The Wall Street Journal
Kiplingers
Worth

SecurePath Fees We help clients create a path for the future and stick to their plan.  

The SecurePath virtual service is designed for investors with $200,000 or more of investable assets. The annual investment management fee is 0.50%, the financial planning fee is $800 per year, and the combined minimum fee is $2,000 per year.