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Independent Registered Investment Advisor

Free from the influence of a large wirehouse or investment bank, Wiley Group manages client portfolios for the long-term best interest of our clients - not for what is expedient right now.

Independent Registered Investment Advisor

Independent Registered Investment Advisor

What are the benefits Wiley Group offers as a Registered Investment Advisor?

At Wiley Group, we believe that a good relationship begins with an earned foundation of trust. It begins with our role as fiduciaries when managing client assets.

We are an independent Registered Investment Advisor (RIA) regulated by the Securities and Exchange Commission (SEC). Our firm has a fiduciary duty, or fundamental obligation, to act solely in the best interest of our clients.  We are responsible for working on behalf of our clients at all times in a loyal, prudent manner and must do so without conflicts of interest.

Our firm sustains a high standard of diligence by providing independent recommendations for our clients' investment portfolios rather than firm-based funds or product solutions. We adhere to a Code of Ethics and disclose how we are compensated.

As a fiduciary, it's not about a transaction or a product, but instead about the long-term relationship. Our approach is to give clarity to our clients so that they can make better decisions. It is our goal to offer retirement plans and investment strategies not only to ease individuals into retirement but to help provide financial serenity throughout the rest of their lifetime.

Wiley Group is committed to offering superior, low-cost and diversified investment solutions. As your advocate, we will guide you through the financial planning process to develop a path that meets your goals both today and tomorrow.

Independent Registered Investment Advisor

Free from the influence of a large wirehouse or investment bank, Wiley Group manages client portfolios for the long-term best interest of our clients - not for what is expedient right now.