Wilson Financial Group, LLC Employee Directory

Financial ServicesUnited States2-10 Employees

Wilson Financial Group, LLC is an independent financial planning, investment advisory and tax advisory firm located near Atlanta, GA. We provide multi-generational peace through comprehensive financial planning services. We serve family, small businesses and non-profit organizations.

We have delivered high quality accounting and tax services to clients in the Greater Atlanta area for more than 35 years. Our mission is to combine knowledge, insight, integrity and commitment to deliver value to our clients, measuring our success by our ability to positively impact our clients’ financial results.

In 2006 we expanded our service to provide comprehensive financial planning services and investment advisory services to our existing clients. Our clients were seeking high quality and trust worthy financial advice for all of the financial situations, not just tax and accounting situations. 

We provide a range of services including financial planning, tax preparation and tax advisory, risk management and estate planning, as well as CFO services for businesses. Whether you are just beginning to plan for your future or have reached a turning point and need the tools to make the right decisions, we strive to meet the long-term financial goals of all of our clients while forming lasting, mutually beneficial relationships.

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