# wilsonfinancialcpa.com

- **Website:** <https://wilsonfinancialcpa.com>
- **Primary alias:** `wilsonfinancialcpa.com`

## Description

Wilson Financial is an Appleton, Wisconsin-based financial advisory firm led by Tim Wilson, a CPA. The firm helps individuals and households make informed financial decisions through fee-only financial planning, wealth management, and individual tax preparation. Its approach connects investment advice and tax planning, helping clients understand how cash flow, savings, debt, investments, and taxes can work together over time. Wilson Financial supports people through different life stages, from starting a career and building a family to approaching retirement and preserving retirement resources. Services include setting financial goals and milestones, planning for savings and investments, addressing debt, considering estate planning, and managing tax implications. The firm also emphasizes liquidity, manageable financial obligations, and flexibility to help clients prepare for changing income or market conditions. As a fee-only adviser, Wilson Financial says its recommendations are based on each client’s circumstances, without commissions or incentives tied to particular investment products. Prospective clients can schedule an initial consultation at no charge to discuss their needs and explore how the firm can help.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/WilsonFinancial)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id2gLmwWo5/w/1500/h/1066/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793101841936)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id2gLmwWo5/w/1456/h/1456/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793101842251)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Tamarillo | #ad121f | accent |
| Black | #000000 | dark |
| Fantasy | #fdf7f7 | light |

## Fonts

- proxima-nova — asset _(custom)_
- Helvetica Neue — asset _(custom)_

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_Source: <https://brandfetch.com/wilsonfinancialcpa.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._