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A Committed Team

Our holistic approach encompasses a financial life guidance assessment and concierge support for financial well-being. At Wiley Group, it has meant investment in technology, research and the best talent in the business.

Jim Wiley

Jim Wiley

As CEO and Chief Investment Strategist of Wiley Group, Jim Wiley is always in search of the next 'big idea.'

An entrepreneur at heart, Jim's passion is to help clients articulate their life plan and make financial choices to realize their vision.

With 30 years in the financial services industry, Jim has seen enough bull markets and bear markets to know how best to guide clients so they may enjoy economic security now and in the future. He began his career as a financial advisor at Dean Witter and later spent over 20 years as a wealth advisor at Morgan Stanley Smith Barney.

As a member of the Society for Certified Senior Advisors®, Jim has experience and knowledge in the health, social and financial issues that are important to seniors, and the dynamics of how these factors work together.

Jim earned the Accredited Investment Fiduciary® Designation from the Center for Fiduciary Studies. The AIF designation certifies that Jim has specialized knowledge of the fiduciary standard of care and its application to the financial planning process.

A graduate of Dickinson College and the Wharton Executive Education Program, Jim relishes working in synergy with other industry leaders to address issues affecting the market. He is an active member of Vistage International and was appointed as a board member of the Immaculata University Business Advisory Board in which he lends his expertise on business development. Jim remains connected both to Immaculata and Dickinson through a shared passion for sustainability and entrepreneurialism and periodically lectures on those topics to inspire students to be forward thinking. Dickinson College was recently ranked by Sierra Magazine as the #2 greenest school in America for its dedication to the environment and for infusing sustainability into all facets of college life.

An avid cyclist, Jim embraces wellness in all areas of his life. He also serves his passion for conserving the natural environment through ongoing personal efforts to promote sustainability. To further this cause, Jim is an active contributor to Dickinson College's scholarship program and works closely with the school's leaders to generate donors in the region. Jim is also on the board of directors for Greener Partners and on the foundation board for Plan of PA. 

The married father of three sons is also a dedicated and tireless member of the Caron Treatment Centers' advisory board and Cradles to Crayons. 


A Committed Team

Our holistic approach encompasses a financial life guidance assessment and concierge support for financial well-being. At Wiley Group, it has meant investment in technology, research and the best talent in the business.

Fun Facts About Jim:

What is your favorite vacation spot? Italy - ever since I lived there for 9 months in college

Finish this sentence: I am most grateful for...my family and team.

What did you want to be when you grew up? Astronaut

What is the first thing you do in the morning? Thank the Universe for all the good stuff