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.
As a Senior Wealth Advisor, Timothy provides extensive knowledge in all areas of wealth management. He partners with clients to understand their goals and identifies opportunities to help them realize their vision. He specializes in investments, taxation, retirement planning, estate planning, insurance and risk management, college savings analysis, and real estate investing.
Prior to joining Wiley Group, Timothy served as a Senior Wealth Advisor at Vanguard. During his ten years in the financial services industry, he has learned that it is important to maintain a long term perspective. Timothy is a CERTIFIED FINANCIAL PLANNER™ and holds his FINRA series 6, 63 and 7 designations.
Timothy received a B.S. in Finance from Penn State University and is currently working towards obtaining his Masters in Taxation from Villanova University. He is an active member of the Financial Planning Association (FPA).
Helping others is something that Timothy values very highly. He offers his financial expertise to the Volunteer Income Tax Assistance (VITA) program to help low income families file their tax returns. He participates in FPA events which offer complimentary advice services to members in need within the local community. He is also active with the Women's Resource Center and Goodworks, both helping individuals get back on their feet.
Tim lives in Paoli and enjoys reading all things finance, spending time with family, being outdoors and rooting for Philadelphia Sports teams.