Michael S. Jilling, CFP® - Michael is a CERTIFIED FINANCIAL PLANNER™ and founder of Jilling Wealth Management. Mike began his investment career in 2001 as a Financial Advisor at Morgan Stanley. His 20+ year career has spanned many market cycles and events. Working closely with clients in both good and bad times has provided the foundation of trust where Mike will oftentimes work with multiple generations of family members through their unique journeys.
Our investment philosophy at Jilling Wealth Management is based on a thorough understanding of the client's financial objectives, risk tolerance and investment time horizon. We help clients build a diversified portfolio centered around an emphasis on controlling risk. Our investment philosophy is not based on "beating the market", but instead on offering strategies that align with working toward financial goals while seeking to minimize the amount of risk.
Our focus includes formulating and updating client’s financial plans, investment and risk management, socially responsible investing strategies, special needs planning, retirement planning and draw down strategies, college planning, and employee stock options.
Jilling Wealth Management, has chosen LPL Financial, as custodian for client assets. LPL Financial is one of the nation’s leading financial services companies and provides such services as research and compliance.
We also collaborate closely with LPL’s Research Team, an experienced group of 50 research professionals who keep a pulse on the global markets and share relevant and timely market and economic insights to our clients.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.