If you are seeing this message, you are using a browser that does not support web standards. This site will look much better in a browser that supports web standards, but it is accessible to any browser or Internet device.

Robert Wiley

Bob has extensive experience in helping clients pursue their financial goals and the life they envision. Early his career, Bob was a Certified Public Accountant and Chief Financial Officer to individuals and businesses, helping them understand and improve their financial position. In practice as a Certified Financial Planner Practitioner™ since 2000, Bob has discovered that life planning must come first. Bob discovered Values-Based Financial Planning™ in 2002 as a cutting-edge process for empowering clients to more effectively pursue their financial goals and enjoy their life. Bob received extensive training in that process and founded Wiley Financial Services in 2004.

Bob's wife, Ann, is an educator for Johnston school system. Bob and Ann are actively involved in school, music, sports and scouting activities of their daughter and son. Bob understands the importance of time and family in today's fast moving world. He enjoys community-based memberships including a local church, the Johnston Rotary Club and Chamber of Commerce. Bob is also a Mason and a member of the Shriners.

Early in his career, Bob discovered choices involving money and finances are best made relative to a person's personal strengths, values and vision for their life.

Some of Bob's values include:

  • Empowering self and others to be personally independent and effectively inter-dependent with their world.
  • Enjoying friends and loved ones.
  • Loving his wife and children - being there for them and enjoying our life together.
  • Healthy living - mental, physical, spiritual, & emotional.
  • Enjoying his life with God - Now & Forever.

Bob will help you make practical choices about your money, time, and energy in alignment with what is truly important to you.

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.