About Us
Bill Wilkins CFP®, CEO
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016-2017 Five Star Wealth Managers.
Bill Wilkins, Founder of Wilkins Wealth Management Group, LLC, has over 30 years in the Financial Services Industry. He graduated from the University of Dayton in 1990 with a Bachelor of Science degree in Business Administration and a Major in Finance.
*Bill recently was recognized with the 5 Star Manager Award in Cincinnati Magazine, July 2016-2017. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016 Five Star Wealth Managers.
Bill obtained his CERTIFIED FINANCIAL PLANNER™ 
designation in 1999 from the College for Financial Planning in Denver, CO. Even though Bill has worked for such financial firms as Fidelity and Merrill Lynch, Bill felt he could serve his clients more objectively by joining the #1 Independent Broker/Dealer in the country*, LPL Financial. By utilizing LPL Financial's Platform, Bill has been able to provide completely objective advice and gain access to some of the most comprehensive, nonproprietary investments and insurance products in the industry. Bill resides in Mason, OH with his wife of 26 years, Susan, and two children.
The CERTIFIED FINANCIAL PLANNER™ designation is recognized as the standard of excellence for personal financial planning. Bill is required to renew his certification every 2 years by completing 30 hours of continuing education. As a Certified Financial Planner™ Board Designee, Bill is bound by the CFP Code of Ethics Principles. The second principle, Objectivity, requires honesty and impartiality which, Bill believes can be best achieved through LPL Financial's Independent Advisor Platform.
Bill is also a Certified Tax Advisor. He obtained his certification from the Main Street Certified Tax Advisor Program in July 2023
Our Commitment
Wilkins Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide the most comprehensive and personal service available, while striving to earn a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and confidence.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about pursing your financial goals. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursing your dreams.
Our Principle
Our company is based on the principle that education and understanding of your current financial situation is vital to making prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment please contact us.