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Our Clientele

Our clients are fun loving, financially savvy individuals who have a passion for pursuing their goals and enjoying their life.

They are open-minded to ideas about planning for the future.

They tend to be delegators - people who have so many really great things going on in their lives that they want someone who they can trust, like us, to take care of their money, so they can just live their lives.

Our clients welcome a friendly, trusting, and supportive relationship with their financial advisor.

They are eager to refer us to others who want remarkable experiences in their lives.

They have more than $250,000 of investable assets.

Investment advisory services provided through LexAurum Advisors, LLC, a registered investment advisor.

Insurance services provided through Wiley Financial Services, Inc., a non-affiliated entity.

Robert Wiley conducts business through these two legal entities using the business name "Wiley Financial Services".

Robert Wiley is licensed to sell insurance products in IA, MD, NE, OH, and TX.