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Frequently Asked Questions

Complimentary Initial Conversation?

The initial Discovery Meeting with Wilmer Financial Group does not require compensation. It serves as an opportunity to discuss your financial goals and explore how we may be able to assist you. Schedule a call with us today!

Location-flexible Meetings?

Wilmer Financial Group values client convenience and understands that in-person meetings may not be necessary for all clients. We offer virtual meetings as an efficient alternative, allowing clients to save time.

Fiduciary Responsibility?

As a fiduciary, Wilmer Financial Group is committed to acting in your best interests. We prioritize your needs and goals, putting your financial well-being above their compensation or other considerations. It is our responsibly to help serve.

Account Minimum?

Wilmer Financial Group believes that unbiased custom financial advice should be accessible to all, regardless of net worth or age. We do not have any account minimums, helping to ensure that everyone can receive tailored guidance.

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Securities offered through CreativeOne Securities, LLC Member FINRA/SIPC. Advisory Services offered through CreativeOne Wealth, a Registered Investment Advisor. Wilmer Financial Group, CreativeOne Wealth and CreativeOne Securities, LLC are separate entities.