Wilkison Investment Services, LLC was founded in 1988 and provides personalized, confidential investment management services to individuals. Advice is provided through consultation with the client and can include: determination of financial objectives, identification of financial problems, cash flow management, insurance review, investment management, education funding, and retirement planning.

Wilkison Investment Services, LLC is strictly a fee-only investment management firm. The firm itself does not sell stocks, bonds, ETF’s, mutual funds, or other products on a commissioned basis and no commissions in any form are accepted.

Investment advice is provided and done so on a discretionary basis. We do not act as a custodian of client assets. TD Ameritrade acts as the sole custodian of client funds where the client always maintains asset control and is given monthly updates at a minimum.

As a small family owned advisory business, clients can feel confident that they will always talk with those who will be making the investment decisions and will personally know the client and their needs rather than talking with a secretary about an account number. We pride ourselves with a higher level of client interaction than what most of the larger firms provide.