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We are an independent Registered Investment Advisor. We specialize in creating retirement portfolios. Retirement Advisors

Your money is a reflection of you. You work for it. You live by it.

In practical terms, you can't live without it.

In fact, if only more of us perceived sooner the crucial, lifelong importance of income, we'd have more time and better solutions for managing what we have now and what we'll need for the rest of our lives.

With the foresight of a financial plan and the prudent management of your assets, you can change your future relationship with money, in a way that profoundly changes your ability to live more, in every act of your life.

Who We Are: Wiley Group

Committed to transparency and earning our clients' confidence, Wiley Group is an independent wealth advisory firm specializing in low-volatility, steady-return investment portfolios that are designed and managed to provide lifelong income. By using market movement with deliberate restraint, and selecting tactical allocations that yield consistent dividends, we aim to grow our client's retirement assets and offer them long-term peace of mind.

Meet Jim Wiley

CEO and Chief Investment Strategist of Wiley Group

Jim's been working for 29 years on behalf of clients who have benefited from his vision for lifetime income planning, using low-volatility, steady return investment portfolios.

Read our CEO's letter

Our Leadership

It takes a great team to bring big ideas to life

Meet the people behind Wiley Group - working to help you live your retirement plan.

Meet the Team

Our Services

From portfolio analysis to retirement income cash flow planning, we offer clients the financial management expertise that can change their relationship with money for a lifetime.

Explore our services