Wilkison Investment Services, LLC

Wilkison Investment Services provides personalized, fee-only investment management and financial planning services to individual and high-net-worth clients. Advice typically covers determining financial objectives, cash-flow management, insurance review, education funding, retirement planning, and ongoing portfolio management.

The firm emphasizes an asset-allocation approach and constructs diversified portfolios using passive index and exchange-traded funds, actively managed mutual funds, and individual stocks and bonds. Security analysis uses a mix of fundamental analysis along with charting and technical methods; the adviser accepts discretionary trading authority but will consult with clients prior to trades if a blanket authorization has not been granted, and accounts are reviewed quarterly.

Founded in 1988, the firm operates without accepting commissions or selling annuities, insurance, or other commissioned products, and places trades through a single custodian (Charles Schwab), with the option to use third‑party separate account managers while custody remains with the client. Its long-established, compact client base and routine practice of voting client proxies on behalf of clients (unless clients opt to vote themselves) are operational features that distinguish its practice from many peers.