About James Wilson, CFP®

Welcome! Thank you for visiting the J.E. Wilson Advisors Blog. My primary focus is helping successful individuals achieve good outcomes and avoid bad.

I’m a Certified Financial Planner™ based in Columbia, South Carolina. My firm is South Carolina’s first comprehensive fee-only financial planning firm, established in 1982.

I’m the father of two grown children, John and Nazley, and I live in Shandon with my wife, Cathy. I enjoy travel (especially to wine regions), cycling, college sports (both of my children played college sports) and wine tastings!

To learn more about my firm and the services we provide, visit my primary website here:  http://www.jewilson.com

Have a question? Visit this page to submit your private question to me.


James E. Wilson, CFP® , founder of J.E. Wilson Advisors, was named to the Investopedia’s Top 100 Most Influential Financial Advisors in June 2017. He was selected as one of the top 60 financial advisors in the United States by Worth magazine in 1994 and again in 1996, 1997 and 1998 by Worth as one of the top 200 financial advisors. He also was named by Medical Economics as one of the top financial advisors for doctors in 1998, 2000, 2002, 2004, 2006 and 2008, the entire length of the independent review.

James Wilson is a past president of the National Association of Personal Financial Advisors (NAPFA), the primary professional association for fee-only financial advisors. Mr. Wilson also served for four years as a member of the Board of Governors of the Certified Financial Planner Board of Standards. He also served as President of the Consumer Financial Education Foundation.

Certified Financial Planner™ based in Columbia, South Carolina

Certified Financial Planner™ based in Columbia, South Carolina

Certified Financial Planner™ based in Columbia, South Carolina

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