Wilson & Browning, Inc.

Wilson & Browning provides discretionary investment management and voluntary financial planning to a small client base (about 42 clients and roughly $18.5 million in assets under management), serving individuals, high‑net‑worth clients, retirement plans, trusts, estates, charitable organizations and business entities. Services include portfolio management using mutual funds and individual securities, written financial plans, an initial evaluation meeting (first hour complimentary), and quarterly performance reports.

The firm combines fundamental and technical analysis in its investment process, reviews public filings and third‑party research, and generally targets a 12–18 month investment horizon to manage tax treatment and trading costs. Portfolio monitoring is continual, with routine quarterly reporting and client communication that can trigger rebalancing or sales when holdings meet appreciation objectives or experience adverse developments.

A notable feature of the firm is its formal referral and solicitation relationships with independent third‑party investment advisers, including written agreements to share fees and to act as a consultant for clients whose assets are managed by those managers—an arrangement that is uncommon among independent single‑advisor firms. The firm does not take custody of client assets and supports these third‑party relationships by gathering client information, reviewing manager reports, and assisting clients in evaluating third‑party services.