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.

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Nor...
06/02/2026

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Northwestern Mutual Wealth Management CIO Brent Schutte examines what’s underneath the gains and why diversification still matters. http://spr.ly/6184B8ich4

06/01/2026

Financial compatibility isn't really about the numbers—it's about whether you can talk to your partner about them. 💬 HelloPrenup founder Julia Rodgers has the simplest place to start. Share three numbers this week: what you earn, what you owe, what you're saving. How you handle that conversation tells you everything. If you're ready to build on it, I'd love to help. Let's connect.

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that...
06/01/2026

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. http://spr.ly/6188BBNC5m

05/29/2026

Are you a small business owner who needs help with their finance structure? Give me a call and let me help you with your business valuations!

📲(478) 550-5309

05/27/2026

It's never too late to start your summer budget! Give me a call to start today!

📲(478) 550-5309

05/27/2026

Let’s not let your money sit around. I can help you put it to work with the right financial plan. Reach out to learn more.

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Co...
05/27/2026

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the economic data and markets news investors need to know. http://spr.ly/6182B8V8FG

🚨Calling all small business owners! 🚨Are you prepped for summer? Here are 5 things you should do to prep your business: ...
05/26/2026

🚨Calling all small business owners! 🚨

Are you prepped for summer? Here are 5 things you should do to prep your business:

- Review your cash flow
- Budget for seasonal staffing and inventory shifts
- Plan for unexpected expenses
- Map out your Q3 goals
- Schedule a mid-year financial check-in

If you need help implementing these in your business, give me a call!

📲(478) 550-5309

05/21/2026

Let’s normalize talking about your finances. Reach out to me and we’ll get the conversations started.

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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