Wilson Investment Group

Wilson Investment Group After four decades in business, our firm takes great care in building long-lasting relationships. Founded in 1981 by K.

Ted Wilson, Wilson Investment Group has been serving the community for almost forty years. We offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations. Here at Wilson Investment Group, we understand the intricacies of serving multiple generations, our firm takes pride in understanding the need for an individualized approach – from young pr

ofessionals through retirees – we aim to help our clients reach their financial dreams throughout the many milestones of life. In an ever-changing economic and investment climate, it can be difficult to create a financial strategy with confidence, let alone have the time to manage one that can grow with you over the years. We believe investors need an experienced advisor they can trust to guide them through the many stages of financial planning.

Our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tu...
05/24/2026

Our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th.

This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice for our country and our freedom. Wishing everyone a safe and meaningful holiday weekend.

🎉 Happy Birthday, Crawford! 🎉Today we’re celebrating Crawford and all that he brings to the Wilson Investment Group. His...
05/20/2026

🎉 Happy Birthday, Crawford! 🎉

Today we’re celebrating Crawford and all that he brings to the Wilson Investment Group. His knowledge and experience make such a valuable impact every day, and we’re grateful to have him as part of our team.
We hope your birthday is filled with lots of celebration, great memories, and time with the people you love most. Happy Birthday, Crawford! 🥳🎂

Planning ahead is one of the greatest gifts you can give your loved ones. In this edition of 3/180, Brad explains three...
05/13/2026

Planning ahead is one of the greatest gifts you can give your loved ones. In this edition of 3/180, Brad explains three essential estate planning tools in just 180 seconds.

This is "3/180 Spring 2026" by Wilson on Vimeo, the home for high quality videos and the people who love them.

Now sharing our May 2026 Newsletter!A quick look at current market trends, economic updates, and financial insights as w...
05/12/2026

Now sharing our May 2026 Newsletter!
A quick look at current market trends, economic updates, and financial insights as we head into summer.

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

🎉 Wishing the happiest of birthdays to Monica! 🎉Today we’re celebrating someone who keeps everything running smoothly an...
05/11/2026

🎉 Wishing the happiest of birthdays to Monica! 🎉

Today we’re celebrating someone who keeps everything running smoothly and always does it with a smile. Monica is such an important part of the Wilson Investment Group family. She brings kindness, positivity, and support to both our team and our clients each and every day.

Her welcoming spirit and dedication never go unnoticed, and we are so lucky to have her on our team. Monica, we hope this year brings you as much joy as you bring to everyone around you! 🥳🎂✨

One of our favorite traditions of the year! 🌺⛳️ Happy Masters 2026! 🏌️‍♂️
04/09/2026

One of our favorite traditions of the year! 🌺⛳️ Happy Masters 2026! 🏌️‍♂️

We are closing early this Friday (April 3) at 12 p.m. for the Easter holiday/stock market closure. Warmest wishes for a ...
04/02/2026

We are closing early this Friday (April 3) at 12 p.m. for the Easter holiday/stock market closure. Warmest wishes for a happy and peaceful Easter.

Proud to sponsor Aubie this month and kick off March Madness in true Auburn style.War Eagle!
03/02/2026

Proud to sponsor Aubie this month and kick off March Madness in true Auburn style.

War Eagle!

Flying high! One year ago, I debuted my dunking skills at the Iron Bowl of Basketball, and what better way to kick off March Madness than with a tiger tomahawk?!

As Coach Pearl and Coach LV prepare for an exciting month, I made sure I was in postseason form. I may be out of eligibility on the court, but I’ll always bring the energy and hype on the sideline!

Thanks to the Auburn Basketball crew for letting me crash the court in style!

Huge thank you to Auburn Art, AUinvolve, and Wilson Investment Group for being this month’s sponsors!

We love supporting local events that make a difference in our community! 🥞💛Join Kiwanis of Auburn this Saturday from 7:3...
02/26/2026

We love supporting local events that make a difference in our community! 🥞💛

Join Kiwanis of Auburn this Saturday from 7:30–10:30am at AUMC Epworth Center for Pancake Day! Tickets are just $6, and they’re raising funds for BigHouse Foundation’s shoe drive for foster children.

We hope to see you there!

📣The countdown is on! Only 3 days to go!

🥞🥞Kiwanis of Auburn Pancake Day🥞🥞
THIS SATURDAY 7:30-10:30am at AUMC Epworth Center off Gay St. Tickets are only $6.

Click here to purchase tickets:
https://buy.stripe.com/6oE2ab17Z2mh8w0144

Extra fundraising efforts for BigHouse Foundation shoe drive!
👟👟 Buy a pair of Shoes for a foster child here:
https://buy.stripe.com/cNi7sM5uwceMfVF6ShcV204

🖍️ 🖍️LSA/Auburn Key Clubs will be running a kids table with activities such as coloring and bracelet making.

What better way to celebrate National Pancake Day? You don’t want to miss this! 🥞🥞🥞

Tax season reminder 📑Some tax forms typically arrive in February, which is why timing matters.As always, we’re here if y...
02/04/2026

Tax season reminder 📑
Some tax forms typically arrive in February, which is why timing matters.
As always, we’re here if you have questions or need guidance this season.

01/23/2026

Brad is kicking off his first 3/90 video series: three important financial topics in 90 seconds.
In this episode, he covers:
• New retirement contribution limits for 2026
• Savings vs. Money Market accounts
• When to expect your tax documents


Address

1224 Ogletree Village Lane
Auburn, AL
36830

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

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