Bill Wilkins

I have been recognized as a *5 Star Wealth Manager in Cincinnati Magazine including most recently in 2025 and 2026.

I have held the prestigious Certified Financial Planner TM mark since 1999 & also received the Certified Tax Planning Professional Designation from one of most recognized Tax Attorney's in U.S.

I have worked with such financial giants as Fidelity & Merrill Lynch creating comprehensive financial, tax, retirement, investment & Estate planning for Families, Small Business Owners & Real Estate Investors with net worth's up to 50 Million Dollars.

In 2009 I founded my own Independent Wealth Management Company, Wilkins Wealth Management Company LLC utilizing LPL Financial the #1 Independent Broker dealer in the Country as of June 2026 as rated Financial Planning Magazine to custody our client's assets.

When you become a client, your comprehensive plan comes alive via your own private secure planning portal that encompasses financial, tax, retirement, investment & estate planning segments via Right Capital Software.

My wife Susan & I have been married over 33 years. We enjoy traveling & socializing with friends over a fine wine & craft beer.

*Five Star Wealth Manager Award based on 10 objective criteria associated w/ providing quality services to clients such as credentials, experience & assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016-2017, 2025 & 2026 Five Star Wealth Managers.