Our History The Wilson Financial Group was founded in 1985

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.