Why Wilon?

At Wilon Wealth Management, we offer our clients a comprehensive advisory relationship.

We're fee-based and independent.

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 we seek 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. We believe our interests are aligned with that of our clients! Finally, as Investment Advisor Representatives (IARs), we adhere to the Investment Advisors Act of 1940 and that means that we have a fiduciary duty to act in the best interest of our clients.

We stay true to our Midwestern values.

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 our work.

We embrace cutting-edge technology.

We believe that in order to offer the highest level of financial advice to our clients, 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 best possible service, and we're always looking for new, innovative ways to help our clients.

We offer comprehensive planning.

Your finances are complicated. We strive to bring together your different goals at the various stages of your life, from building your nest egg to enjoying retirement, to help you feel more confident in your future. When appropriate, we collaborate with other advisors, such as lawyers and accountants, to help address your concerns.

We provide personalized service.

When you decide to partner with Wilon Wealth Management, you know that you'll be working one-on-one with the firm's partners. In order to provide this level of service, we serve only a select number of clients, taking the time to get to know them and their families on a personal level so that we can offer recommendations that suit them.

We have a long-term outlook.

Financial planning is an ongoing process. At Wilon Wealth Management, our goal is to work with clients over the long-term, helping them with the various situations that arise over the years and through the different stages of life. That's quite a commitment, but it's one we believe is important. Our goal is to be here for you now and in the future.

*Securities offered through Securities America, Inc.  Member FINRA/SIPC Advisory services offered through Securities America Advisors, Inc.  Wilon Wealth Management and the Securities America companies are separate entities.

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