Jeff Wilhelm, CFP, CLTC

Jeff Wilhelm, CFP, CLTC Steward your Wealth, Build your Legacy- Financial Advisor - Northwestern Mutual Wealth Management Company I’m a graduate of Clemson University’s Wilbur O.

I’ve spent my career helping people operate at a high level. First by leading complex organizations, and now by helping individuals and families bring clarity and confidence to their financial lives. and Ann Powers College of Business, where I developed a strong foundation in strategy, leadership, and decision-making. That foundation served me well during my first career chapter, where I spent mor

e than a decade managing $20+ million business operations, developing teams, and serving as a district-level business coach. I worked closely with senior leaders, business owners, and high-performing professionals to solve problems, manage risk, and make thoughtful decisions in fast-paced, high-pressure environments. I transitioned into financial planning because I wanted to do work that was both impactful and personal. I believe people who spend their lives serving others: business owners, attorneys, physicians, and executives, deserve a financial strategy that brings order and clarity, not more noise. My goal is to help remove financial distractions so my clients can focus on their families, their careers, and the life they’re building. My wife Caroline and I live in Macon, GA and are active in our church and community. We have two Boston Terriers and our expecting our first child in 2026. I’m a member at the Brickyard and you’ll often find me on the golf course enjoying good conversation and a little friendly competition. I’m also deeply committed to community involvement and service, and I value building long-term relationships with people who care about leading well—both professionally and personally. Getting to know people, their goals, values, and vision for the future is one of the most meaningful parts of my work. That personal connection allows me to serve not just as an advisor, but as a steady guide through life’s transitions and decisions.

September is College Savings Month! A 529 plan is simply a savings account that helps you set money aside for a child's ...
09/02/2026

September is College Savings Month! A 529 plan is simply a savings account that helps you set money aside for a child's education, and it grows tax-free.
It's never too early (or too late!) to start saving.
Thinking about saving for a child's future? Let's chat.

📞(478) 550-5309

Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop m...
09/01/2026

Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop may be changing. Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte explains why sticky inflation, higher debt costs and uncertainty around where AI-related gains ultimately land make diversification especially important. http://spr.ly/6187B1fvvv

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence...
08/31/2026

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence. http://spr.ly/6189B1xnOJ

08/28/2026
08/26/2026

Looking for peace, calm, clarity and more? It all comes with the right financial plan, and I can help you get started.

08/26/2026

Planning for the future can be daunting. You need a partner who can help.
A few strategic questions and the help of a financial advisor can change the way your business moves forward. If you're ready to work together, reach out and give me a call.

📞(478) 550-5309

Today marks Women's Equality Day, a good reminder that financial independence is still one of the most powerful forms of...
08/26/2026

Today marks Women's Equality Day, a good reminder that financial independence is still one of the most powerful forms of freedom.

I love working with women who are taking charge of their financial future, whether that's building an investment plan, negotiating a raise, or simply understanding where their money goes each month.

Independence starts with a plan. If you're ready to build yours, let's talk!

📞(478) 550-5309

The economy remains resilient, but rising interest rates and pressure on consumers could create challenges for markets. ...
08/25/2026

The economy remains resilient, but rising interest rates and pressure on consumers could create challenges for markets. Here’s why diversification remains important in today’s environment. http://spr.ly/6185B1sRAR

08/24/2026

Most parents budget for childcare like it's a grocery run: fixed cost, check the box. But between the backup plans that fall through, sick days, application fees, and the sheer mental load, it adds up to something a lot bigger. If you're trying to figure out how to actually plan for this stage of life, that's exactly the conversation I have with families every day. Let's connect.

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth...
08/24/2026

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture. http://spr.ly/6182BELqq4

Address

3920 Arkwright Road STE 100
Macon, GA
31210

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+14785505309

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