About Michael Wilson
With over 30 years of experience as a financial advisor, I am passionate about helping individuals and businesses achieve their financial goals and a successful retirement. Based in Lanham, MD, I bring a wealth of knowledge and a personalized approach to financial planning, guiding my clients through every step of the process with care.
After enlisting in the Army at the age of 18, I pursued my education at PG Community College and earned two professional designations: Accredited Investment Fiduciary® (AIF®) and Certified Fund Specialist (CFS). These credentials reflect my commitment to upholding the highest standards in financial planning and investment management.
In our practice, we have discovered that working as a team is highly effective in addressing the varied needs of our clients. Whether navigating investment strategies, investment related tax planning, or insurance options, we work collaboratively to guide clients toward their financial goals with confidence.
I focus on helping clients understand risk, define their objectives, and create tailored strategies to meet their unique needs and timelines. From managing investments to navigating tax laws and insurance options, I focus on simplifying complex concepts, so my clients feel confident in their decisions.
Currently, I represent over 30 life insurance companies, matching individuals and families with the right products to meet their life insurance and long-term care needs. My experience allows me to assess each client’s situation comprehensively, offering solutions that align with their financial goals and priorities.
At the heart of my work is a strong belief in accountability, reliability, and open communication. My strength lies in making financial concepts easy to understand, empowering clients to take control of their financial futures. Whether you're planning for retirement, managing risk, or building wealth, I am here to provide the guidance and support you need.
When I’m not working, I enjoy life with my wife in the close-knit community of Davidsonville, MD, while our four children have embarked on their own independent journeys.
Let’s work together to create a financial plan that sets you on the path to success.