Sophisticated Wealth Planning for Every Stage of Your Life

with a team that puts your future first.

Your Highly Accredited Financial Advisors in Columbia, Missouri

Your wealth is more than numbers, it's your family's future, peace of mind, and the freedom to live life on your terms.

At Wilkerson Advisory Group, we take the complexity out of financial planning, aligning every aspect of your financial life to work for you — today and for generations to come.

Our
Approach

Sophisticated. Strategic. Forward-Thinking.

Your financial world shouldn’t be fragmented. At Wilkerson Advisory Group, we bring every piece of your financial life into one seamless, sophisticated plan giving you peace of mind to focus on what matters most.

We don't just manage your money. We help to orchestrate your financial future.

Comprehensive Strategy

We bring every piece of your financial life into one seamless plan.

Unbiased Advice

As an independent Registered Investment Advisor, we recommend what's best for you, not us.

Fiduciary Commitment

We're legally bound to act in your best interest, always. And that’s what brings us joy in our work.

Strategic Coordination

We collaborate with your other advisors (CPA, attorneys, insurance agents…) to ensure nothing is overlooked.

Financial Advisory Services

At Wilkerson Advisory Group, we go beyond traditional financial planning services. Our fiduciary financial advisors are committed to building lasting relationships, helping you navigate today, prepare for tomorrow, and secure your future with confidence.

  • Wealth Planning

  • Retirement Planning

  • Tax Planning & Preparation

  • Estate Planning

  • Business Planning

  • Diverse Investment Strategies

Our Credentials. Your Confidence.

3 CFP® | 2 CPFA™ | 1 CPA

Who We Serve

Wealth Planning for Every Stage of Life

Crafting personalized financial strategies to help you grow, protect, and transition your wealth with confidence. Whether you're scaling a business, preparing for retirement, or securing your financial future, we ensure your wealth is working for you.

Professionals

Business owners

private clients

pre-retiree

retiree

Young investor

Your wealth, working in harmony

Let’s Plan Your Financial Future

Ready to bring everything together into one sophisticated, seamless plan? Our advisors and experts work in harmony, so you can focus on building wealth and living life, not managing the gaps between experts.