Wilcox Tax
& Financial Advisors LLC
Mary N. Wilcox, EA, CFP®
Firm Profile

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

At Wilcox Tax and Financial Advisors, LLC we believe that tax planning, retirement planning, and estate conservation should be top priorities for individuals and families of all ages and income ranges.

Because many people regard financial planning as complex and confusing, they often miss many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets.

Our goal at Wilcox Tax and Financial Advisors, LLC is to take the mystery out of managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your objectives, we hope to establish long and trusted relationships with our clients.

CFP® and Certified Financial Planner™ are Federally Registered Marks of The Certified Financial Planner Board of Standards, Inc.

Securities Offered Through J.W.Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory Services Offered Through J.W. Cole Advisors, Inc (JWCA). Neither J.W. Cole Advisors, Inc (JWCA) or J.W. Cole Financial, Inc. (JWC) nor its representatives provide legal, tax preparation or accounting advice.  Persons who provide such advice do so in a capacity other than as a registered representative of  JWCA/JWC.  

Wilcox Tax and Financial Advisors, LLC. and JWC/JWCA are not affiliated entities. 

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Wilcox Tax and Financial Advisors, LLC. are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.  Therefore, a response to a request for information may be delayed.  No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.  Please note that not all of the investments and services mentioned may be available in every state. 

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For a copy of JWCF’s Form CRS please visit: Form-CRS-JWCF.pdf (jw-cole.com)

For a copy of JWCA’s Form CRS please visit: Form-CRS-JWCA.pdf (jw-cole.com)

For a copy of JWC’s Reg-BI Disclosures please visit: Reg-BI-Disclosures-Supplement.pdf (jw-cole.com)

By following the link, you consent to receipt of the Form CRS electronically.