Welcome to Willner & Associates

Vivian on KTSF explaining the Affordable Care Act

Having been in the financial services industry since 1983, we recognize today's investment climate offers unprecedented opportunities. At Willner & Associates, our mission is to help clients take advantage of those opportunities by providing them with key tools:

  • A clear understanding of their financial goals
  • What they may expect from your investments in different market conditions
  • How to deal with and handle market anxiety
  • Ongoing advice to help adjust their goals when their needs change
  • No matter what happens, we help our clients prepare for the certainty of uncertainty.         

At Willner & Associates, we understand that your financial goals are unique to you and your aspirations. That's why we work to develop a financial plan customized to meet the vision you have for your life. Once we've established your personalized goals, we promise to walk you through the process every step of the way. It's our priority to make the financial planning process as uncomplicated as possible so you can remain confident in your decisions. Once the plan is implemented, monitoring and close communication is essential to the success of the relationship.

On our website, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs.

What makes us different:

We're Independent So We're Client Based, Not Firm Based

We have no quotas to maintain a corporate contract or corporate support. nor are we obligated to direct our clients to any specific products. As a fiduciary, our obligation is solely for the best interest of our clients.

Singular Focus

We are solely focused on investment and wealth management; we do not underwrite securities or make loans.

Thoughtful Collaboration

We work as a team to produce enduring and innovative investment and wealth management strategies for our clients to help them identify and achieve their financial goals and objectives.