Building a Strong Plan Together
Our firm is led by a team of energetic, innovative financial professionals who believe in the importance of trust, open communication and education. We work best with clients who want to collaborate with our team to develop a proactive, comprehensive financial plan to help you grow, maintain and ultimately transfer your wealth.
At Wilon, we believe that effective wealth creation, accumulation, management and preservation must begin with a true understanding of a client’s wealth objectives. Be taking the time to understand your specific situation and needs, we develop a clear idea of what you hope to achieve and create a plan best suited to reaching these goals. Of course, the economy, stock market and tax/estate laws can all change over time. Similarly, your circumstances may change after an inheritance, marriage, birth of a child or loss of a loved one. We are committed to helping you navigate these events and responding to your individual needs with solutions that allow you to gain confidence, understanding and control over your financial decisions to keep you on a path towards financial success.
Wilon is a full-service wealth management firm with solutions designed to meet a variety of financial needs and situations. Whether you are in the early stages of your career or preparing to transition into retirement, we build comprehensive financial plans that incorporate the strategies you need to achieve your goals.
- Investment Management
- Retirement Planning
- Business Succession Planning
- Estate and Philanthropic Planning
- Tax planning
- Education Planning
- Insurance and Risk Management
- Debt Management
Our Approach to Fees
Our services are rendered through a transparent fee structure. There are no lock-in periods or hidden fees. Wilon offers hourly, monthly and flat fee financial planning services in addition to traditional asset based management fees. As fiduciaries of your money, we view our relationship with you as a partnership and want you to understand how we work with you and for you.
The Wilon Difference
Fee-based and independent
Wilon is an independent financial services firm that was founded as an alternative to Wall Street brokerage houses, large banks and proprietary product firms. We believe our independent fee structure provides our clients with key benefits. Since we’re not part of a large brokerage firm with in-house products and services to sell, we are able to provide our clients with objective guidance on which investments make the most sense for them. In addition, our fee-based structure was adopted to give our clients confidence in knowing their wealth advisor is compensated for being their advocate, not just executing transactions.
Our firm’s founders were born and raised in Iowa and they’re committed to the strong Midwestern values they learned from their families: honesty, hard work and trust. We adhere to those straightforward principles in all of our work. Our goal is to offer objective, goal-based financial advice to clients who share these values and work on your behalf to provide solutions for the financial well-being of you and your family.
At Wilon, we believe that knowledge is one of the keys to financial success. With that in mind, we offer a variety of resources to our clients to help them become better informed about important financial issues, such as estate planning and current market trends. We believe that in order to offer the highest level of financial advice and education, we must embrace the best-available tools. Our team is committed to staying up-to-date on the latest developments in technology so that we can continue to provide the highest level of service, and we’re always looking for new, innovative ways to help our clients.
Your finances are complicated. We strive to bring together your different goals at the various stages of your life and if we don’t have the resources to address one of your needs ourselves, we have a network of other professionals who we can rely on for assistance. When appropriate, we collaborate with other advisors, such as attorneys and accountants, resulting in a coordinated approach to wealth management that helps ensure you have a complete team working together for your benefit. Wilon is dedicated to providing strategic resources designed to add value beyond your investment portfolio alone.