The Wilson Team
Serving the greater Macon, GA area.
Location
Macon, GA 31210 (478) 336-5330
A team behind every plan
Welcome to the Wilson Team, where our focus is on families and their unique financial needs. Unlike others, we prioritize areas often overlooked by advisors, such as educating non-financial spouses and offering guided resources like our Next Steps workbook, available below in the insights section. Meet Eric, our lead advisor, with over 30 years of experience. He embodies the trusted advisor role, collaborating with families to provide tailored solutions while preserving family values.
Learn more about Eric S. Wilson
Meet Our Team
These are corporate specialists who work with this team as part of the Wealth Enhancement RoundTable™. Learn More.
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Our offices, one team
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Macon, GA
Macon, GA 31210
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
Conversations with Eric
Newsroom and Resources
View AllWilson Team Next Steps Workbook
Weekly Note Provided by the Wilson Team - Dec 11, 2025
Weekly Note Provided by The Wilson Team
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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