Broker Check

At Wilon, we believe that effective wealth accumulation, management and preservation must begin with a true understanding of a client’s wealth objectives. By 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. Find out what makes us different and how this can make a difference for you and your family.



Our Services

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

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.

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 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.

Technology Emphasis

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 stay informed about important financial issues 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 utilizing innovative technology solutions to serve and communicate with our clients.

Strategic Partnerships

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.

Schedule An Introductory Call

Book a 15-Minute Appointment Now
Central Iowa: 2400 86th Street, Suite #32, Urbandale, IA 50322 • Phone: 515-225-9500
North Iowa: 9 Plaza Drive, Suite 4, P.O. Box 287, Clear Lake, IA 50428 • Phone: 641-357-6438
Western Iowa: 414 West Main, P.O. Box 400, Sac City, IA 50583 • Phone: 712-662-3866