WILLS FINANCIAL GROUP, LLC

Overview

Wills Financial Group, LLC operates as an independent RIA focused on individuals and families, offering financial planning and portfolio management for individual and small-business clients. The firm charges a mix of percentage-of-AUM and hourly fees, and manages its relationships on a discretionary basis. Investment activity is tilted toward equities, with a clear preference for exchange-traded instruments as the primary vehicle for market exposure. The adviser is not an active ESG investor and is not positioned as a multi-state or pension consultant. Their advisory services emphasize standard planning and portfolio management rather than institutional or large-plan consulting. Given the custody relationship and product mix, the firm appears to run a pragmatic, market-facing equity allocation complemented by traditional investment products and select alternative exposures.

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Public Holdings

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Location & Offices