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Experience the Power
of a Plan

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Experience the Power of a Plan

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Proactive & Detailed-Oriented

The Longtine Ivey Wilkerson Group provides consistent wealth solutions while serving as a reliable source of advice that will support you through all phases of life.

Who We Are

Who We Are

The Longtine Ivey Wilkerson Group is committed to offering complete objectivity and unbiased advice.

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What We Do

What We Do

We offer a full range of investment and financial services and have access to a wide array of solutions.

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Who We Serve

Who We Serve

We strive to build long-lasting relationships with our clients, offering education and guidance.

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How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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Resources

Our goal is your success. The Longtine Ivey Wilkerson Group offers educational insights to help you have a successful financial future.

Articles

A collection of handpicked articles.

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Calculators

Calculate elaborate financial decisions with total calculation.

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Videos

Financial educational videos to enjoy. 

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4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about  important Social Security facts and what you should know as an investor.

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"Helping you make strong choices now to create an even stronger future."

"Putting Human Touch into Financial Services."

"Look before, or you’ll find yourself behind."

Contact The Longtine Ivey Wilkerson Group Today

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