About
Jim has more than 35 years of experience in the financial services industry, including years spent with Morgan Stanley. Throughout his career Jim has helped clients with life planning, coaching them on how to help achieve their vision by leveraging their financial resources and focusing on work-life balance. This led him to form Live Your Vision, LLC in 2009 and enter into a partnership with Wealth Enhancement Group in 2019. Jim is well-versed on the health, wellbeing and the economic issues that are important to retirees, and works to incorporate these concerns into an overall financial strategy.
He enjoys giving back to the community through his involvement with Caron Treatment Center and Child Guidance Resource Center. Jim resides in Wayne, PA with his wife and three sons. He enjoys hiking and mountain biking.
Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.
Education
- BA, Dickinson College and Wharton Executive Education Program
Resources from Jim Wiley
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation