Our Services
Tax Planning
We help individuals, families, business owners, and real estate investors pursue advanced tax planning strategies often unknown to their other advisors.
Investment
Management
We help you pursue investment strategies that grow wealth, manage downside risk, and support the lifestyle and security you desire.
Lifetime Income Retirement Planning
Plan today for the future you deserve with lifetime income strategies that support retirement goals and provide lasting confidence and security.
Estate & Asset
Protection Planning
We help you implement estate and asset protection strategies to safeguard what you’ve built and preserve your legacy for future generations.
Why Partner with Wilkins Wealth Management?
Track Record
With more than 30 years of experience in financial planning, tax planning & overall wealth management, Bill Wilkins brings a depth of knowledge shaped by education, mentorship, and decades of hands-on client work.
Bill recently was recognized with the 5 Star Manager Award in Cincinnati Magazine, July 2016-2017 and 2025. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016, 2017 & 2025 Five Star Wealth Managers.
Bill is both a Certified Financial Planner™ (CFP®) and a Certified Tax Planner, allowing him to integrate tax strategy, wealth preservation, investment management and long-term legacy planning into a single, cohesive approach. His work helps clients move beyond basic investment decisions and toward full-picture financial clarity.
Throughout his career, Bill has been mentored by one of the nation’s most recognized tax attorneys, Mark J. Kohler, and has spent years studying the philosophies and strategies of many of the top wealth managers of all time. This foundation influences how he thinks about planning with an emphasis on structure, discipline, and long-term sustainability rather than short-term trends.
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Brittani Duncan
Professional background
Brittani has more than ten years of experience as an administrative professional with companies including Cambridge Investment Research and Libertyville Savings Bank. She joined LPL in 2022 to apply her experience working with advisors in the Admin Solutions Program
Personal Information
Brittani is a Iowa native. She enjoys spending time with her friends and family. In her free time she can be found on the golf course or at a sporting event cheering on her children.
Truly Independent Advice
We prioritize your unique financial goals by delivering completely customized advice. Leveraging LPL Financial’s Independent Advisor Platform, we provide access to nonproprietary investments and insurance products that strive to ensure possible strategies for your needs.
Comprehensive Services
From wealth management and retirement planning to tax strategies and estate preservation, we offer holistic financial solutions that aim to simplify your life, protect your assets, and help you pursue financial freedom.
Our Core Values
Decades of
Expertise
Over 30 years of experience navigating complex financial landscapes.
Cutting-Edge Technology:
Access your private financial planning portal for a 360° view of your financial life.
Unwavering
Support
We’re here to guide you through every step of your journey.
