The Wilson Financial Group was once part of Wilson Insurance and Financial Planning, which was founded in 1985. In 2004 The Wilson Financial Group was set up as a stand-alone corporation offering fee based financial planning and wealth management. We attribute a great deal of our success to our principles and personal, long-term approach to investing. Since we’re still a privately owned company, The Wilson Financial Group has a very personal feel that’s almost like family. And we’re very proud of that.