Personalized investment counseling based on your strengths, values, passion & vision.
Clear direction for your personal and financial life.
"I learned this at least by my experiment: That if one advances confidently in the direction of his dreams, and endeavors to live the life which he has imagined, he will meet with a success unexpected in common hours."- Henry David Thoreau
Wiley Financial Services offers a values-based planning approach designed to help you discover your core values, your strengths and your vision for the life of your dreams. It is our personalized approach to financial planning that distinguishes Wiley Financial Services from other firms. We ask the right kind of questions to empower your intuition to move you from what's working for you today toward your vision for an ideal future.
Your personal strengths are your most powerful financial tool. We will build on your strengths and what has worked for you in the past as a key to self-esteem, energy, and financial progress.
Values are life experiences that bring you joy and peace. We will help you understand your values system, which will help you more confidently prioritize financial choices around your passions and the life experiences you love.
We will document your vision for the ideal future. Even though it may be ever-evolving, it is a powerful source of personal validation and financial navigation.
To get started on your strategy, call 515-727-1708 or email us at email@example.com
Securities offered through Broker Dealer Financial Services Corp. (BDFS), a member of
FINRA and SIPC.
Investment Advisory Services offered through LexAurum Advisors, LLC, an independent investment advisory firm. Robert Wiley uses the business name "Wiley Financial Services" to represent his advisory business conducted through LexAurum, his brokerage business conducted through BDFS, and his insurance business conducted through his separate tax entity, Wiley Financial Services, Inc.
Wiley Financial Services and LexAurum Advisors, LLC are not subsidiaries of nor controlled by BDFS.
Robert A. Wiley is currently registered and licensed to solicit, offer and sell securities products and investment advisory services in the following states:AZ, CO, FL, IA, MD, NE, OH, OK, TX and VA.
Robert A. Wiley is licensed to sell insurance products in IA.