Financial Planning

Financial Planning

Wilson Advisors, LLC

Our process is dependent on the relationships we build with our clients. There needs to be a high degree of trust and mutual respect before any recommendations can be made.

As such, our first meeting is a “get to know you” session. We listen closely to you and help articulate your values and the goals you hope to achieve. Our next step is analyzing your current financial situation, including your assets, liabilities, cash flow, and risk tolerance. By learning about your present condition, we can more effectively plan for the future.

Wilson Advisors, LLC Financial Planning

Contact Information

  • Wilson Advisors, LLC
  • 26026 Telegraph Road, Suite 201
  • Southfield, Michigan 48033
  • Phone: 248-864-7440
  • Website: http://www.
  • Contact Person



    David Lenda

    David will help you find the right Financial Planning offerings for your employees

    David Lenda ChFC®, CLU®, MBA is a financial representative and member of Wilson Advisors, LLC. He joined Wilson Advisors in 2015, bringing 23 years of experience in the financial planning and insurance industries.

    Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. David Lenda, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

    Wilson Advisors LLC is not affiliated with Cambridge Investment Research, Inc

    Contact Information:

  • 26026 Telegraph Road, Suite 201
  • Southfield, Michigan 48033
  • Phone: 248-497-2775
  • Fax: 248-355-9169
  • E-mail: [email protected]
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