Wilson Financial Group is a family-owned financial advisory firm serving North Carolina families since 1992. It now includes Barbara Mull Investment Solutions, welcoming Barbara’s clients and continuing a tradition of thoughtful, personalized financial guidance. The firm emphasizes long-term relationships, disciplined planning, and helping clients make confident financial decisions.

Its services include retirement planning, investment management, tax planning, college planning, Medicare guidance, and legacy and estate planning. Advisors help clients develop retirement income strategies, invest in line with their goals and risk tolerance, coordinate tax-aware withdrawals and asset placement, prepare for education expenses, assess Medicare options, and plan for the transfer of wealth and values. Wilson Financial Group serves retirees and pre-retirees, business owners, executives and professionals, and high-net-worth families.

The firm also provides educational resources, including articles, guides, blog posts, and events focused on retirement, investing, and tax strategies. Clients and prospective clients can contact the team or schedule a consultation. Wilson Financial Group has offices in Gastonia, Charlotte, Shelby, and Asheville, North Carolina.