Building a Better Future

    We are a warm and welcoming team that has proudly served a wide range of multigenerational families and business owners with careful guidance and straightforward advice for more than 20 years.

    Our Story

    Our Most Valuable Assets Are the Values We Pass On.

    Marty Wilcoxson began working as a financial advisor more than 26 years ago. Founded by a seasoned woman advisor, our firm understands the financial challenges women and families face.

    In 2000, Marty affiliated with Commonwealth Financial Network®, which provides business solutions and support to a nationwide network of independent financial advisors.

    By 2005, Marty’s son, Josh Wilcoxson, was serving clients as a financial advisor, eventually joining the family business in 2010.