A successful retirement is accomplished through the early adoption of a philosophy and a life plan. Our services are geared to bring you to that goal and are tailored to the many individual investment styles we've encountered.
Wiley Group, established in October 2009, is an independent Registered Investment Advisor (RIA). Our mission is to deliver objective investment management and retirement planning services on a fee-only basis. This assures clients that all portfolio management decisions as well as planning recommendations are 100% unbiased.
Our services are designed to help you identify your specific retirement goals and develop a strategy that can help you achieve them. Principals, Jim Wiley and Don Riley, offer a combined 60 years of investment management and retirement planning experience. Their extensive background allows us to address today's complex planning needs with confidence and integrity. Our dedicated client service team and professional staff are readily available to assist, guide and execute client requests. This high value, high touch client service differentiates our team from other RIAs. At Wiley Group, we pride ourselves in having the best professionals in the industry.
We currently provide ongoing portfolio management to individuals, trusts, not-for-profits and foundations. In addition, Wiley Group has close affiliations with a variety of firms to assist clients with comprehensive services such as tax, estate and life insurance planning. We want to be sure that all facets of your financial life come together seamlessly. We will continually review your plans to make sure that as time passes and life changes, your assets flow accordingly in every possible scenario.
Committed to transparency, we provide daily access to performance reports, weekly newsletters and bi-monthly webinars to help educate our clients. Over the years, Wiley Group has been recognized as a top wealth management firm by NABCAP, Financial Advisor Magazine and the Philadelphia Business Journal.