Jeff Wilhelm, CFP, CLTC

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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 more 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.

10/16/2026

Let's bust a common myth. Estate planning isn't just for the wealthy, and it's not something you "set and forget."
It's time to work on your plan.
Call: 📞(478) 550-5309

10/15/2026

Want to find the right game plan for your finances (and still keep your nose)? I can help you build stability for your future and let go of what's not working. If that sounds nice, let’s chat.

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, hi...
10/15/2026

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, higher rates, and rising uncertainty. See Northwestern Mutual Wealth Management Chief Investment Officer Brent Schutte’s take on what the shift from broad growth to narrower market leadership could mean for investors. http://spr.ly/6188BH84He

Legacy planning starts with one question: What do you want to make possible for the people you love?Your answer can help...
10/14/2026

Legacy planning starts with one question: What do you want to make possible for the people you love?
Your answer can help guide conversations about life insurance, estate planning, and your broader financial goals.
You don’t need every answer to begin. This October, let’s make time for the first conversation.
Ready to get started? 📞(478) 550-5309

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s ...
10/13/2026

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s market commentary explains why diversification remains important, even as AI continues to shape market leadership. http://spr.ly/6188BH8ixO

10/09/2026

Having a financial advisor in your corner can make a huge difference, whether you're planning for retirement, navigating a big life change, or just trying to get a clearer handle on your money.
I provide financial expertise, guidance, and analysis for my clients, and I'm here to help you move forward with confidence.
Ready to see what a real plan can do for you? Give me a call.
📞(478) 550-5309

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s g...
10/07/2026

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s get started.

Before you set goals for next year, take a moment to check in on where you are now.What’s changed this year? What progre...
10/07/2026

Before you set goals for next year, take a moment to check in on where you are now.
What’s changed this year? What progress have you made? What deserves another look?
Your financial plan should reflect the life you’re living and the future you’re working toward. This October, let’s make time to review how the pieces fit together.
Let's talk: 📞(478) 550-5309

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a d...
10/06/2026

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a diversified plan can help navigate uncertainty. http://spr.ly/6186BGLQGs

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

Website

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