Wealth Planning from One Generation to the Next

Our story

Our story isn’t just about numbers. It’s about people.

From the beginning, our focus has always been on relationships and helping clients navigate their financial lives with clarity and confidence. We aren’t here to push products. We’re here to build both relationships and wealth, each designed to span generations and stand the test of time.

Our Story

Wilkerson Advisory Group may be new in name, but our story runs deep. Carroll Wilkerson began this journey over 40 years ago in Columbia, Missouri, building a practice centered on trust and relationships. What started as a small, local firm has grown into a multi-generational team dedicated to helping clients build, protect, and transition their wealth with confidence.

In our firm, success isn't individual, it's collective. With advisors from different generations, we work as a team to provide comprehensive, personalized financial strategies. Our current advisory team — Ben Dierkes, Graham Buresh, and Paden Squires — continues the legacy of relationship-driven, personalized financial guidance.

Proactive, ongoing planning

Our Commitment to You

Financial planning isn't a one-time event; it's a living, breathing process. Our annual client review sessions ensure we stay ahead of changes in life, the market, and tax laws. We've worked with many clients for decades, guiding them through:

  • Business transitions

  • Estate planning 

  • Retirement strategies

  • Wealth management

  • Insurance

Whether we're helping manage a corporate retirement plan or navigating personal wealth goals, our job is to ensure our clients' financial peace of mind today, tomorrow, and for the future.

We believe financial success isn’t built on quick decisions. It’s a carefully designed, evolving strategy that adapts to your life and goals.

Our process

A Sophisticated, Evolving, and Comprehensive Approach

We believe financial success isn’t built on quick decisions. It’s a carefully designed, evolving strategy that adapts to your life and goals.

Our process is comprehensive and sophisticated, integrating tax planning, investments, insurance, estate strategies, and risk management into one seamless plan. As your needs evolve, so does our approach, ensuring your financial future is always at the center.

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CONSULT

Every great partnership begins with a conversation. In our initial wealth planning consultation, we take the time to understand your goals, concerns, and vision for the future.

Thorough Analysis

We conduct a thorough assessment of your financial landscape. We also use a sophisticated risk analysis software to evaluate your risk tolerance. This step uncovers opportunities and risks, allowing us to craft a strategy that aligns with your life and goals.

Plan & Implement

With insights from our analysis, we design and implement a comphrensive financial plan. This includes details such as tax planning, investments, estate strategies, insurance, and more.

Ongoing review

Financial planning isn’t a one-time event, it’s a living, breathing process. We schedule regular check-ins to review progress and adjust for life changes. As markets shift and opportunities arise, we proactively refine your plan to keep you on track.

Our values

Guiding Every Decision and Every Relationship

  • We are dedicated to putting our clients' needs first, always going the extra mile to provide thoughtful, proactive service and ensure a smooth financial journey.

  • Our team’s expertise and commitment to continuous learning ensure that our clients receive the most informed, up-to-date advice to make confident financial decisions.

  • We earn our clients' trust by always acting with integrity, providing transparent advice, and consistently putting their best interests at the forefront of every decision. Our ideal client trusts us to add value to their financial journey without questioning every decision. They are open to guidance and appreciate a hands-on approach.

  • We approach each relationship with humility, listening carefully to our clients and working together as partners to achieve their financial goals.

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.