We align your behaviors with your intentions

We believe that planning is a process, not a product

We partner with you to help you achieve your dreams

A goal without a plan is just a wish

– Antoine de Saint-Exupery

What are your dreams?

Let us show you how to make them a reality.

Whom We Serve

Individuals and Families

We help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we help you see the value of working with skilled professionals to pursue your financial goals.

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Small and Mid-sized Businesses

We specialize in understanding the needs of high net worth individuals and closely held businesses. We design creative, cost effective strategies that help you grow, preserve, and transfer your wealth and/or business, while minimizing tax consequences.

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Your Financial Representatives


Robert Farris,
Licensed Insurance Counselor, Financial Representative

Robert Farris had been involved in the insurance business side of planning before becoming the managing member of Wilson Advisors, LLC. Mr. Farris is fully licensed to sell securities, property & casualty, and life & health insurance. He is also a licensed insurance counselor.

Pete Stava,
Financial Representative

Pete began his insurance career over thirty years ago and expanded his business to provide financial advice to pensions, 401(k)s, and other qualified plans. He has been employed by numerous quality firms, including The Equitable and Transamerica.

Check the background of investment professionals on FINRA’S BrokerCheck.

Financial Planning

Retirement Income

Education Funding

Business Succession

Tax Minimization Strategies

Investment Management

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Wilson Advisors, LLC