Personal relationships. Global resources.

Welcome to The Wilkins Investment Group

We exist to help clients and their families steward their wealth through in-depth planning and the intelligent allocation of their capital. We strive to earn trust and loyalty through hard work, appropriate advice and dedication to developing long-term relationships.

Meet our team

Learn more about
The Wilkins Investment Group.

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and customized strategies focused on you and your assets.

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If you want to discuss your portfolio or have financial questions, please fill out the below form.

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Our core values

Core values are principles and standards of behavior that reflect who we are as a team. They are also things we aspire to.

  • Stewardship
  • Integrity
  • Excellence
  • Compassion
  • Gratitude

Proud to work with nationally recognized teammates

At The Wilkins Investment Group, we are very proud to have multiple award-winning team members. It’s an honor to have teammates nationally recognized as some of the best in the industry—because it means we are serving our clients well.

Mark Wilkins

  • Forbes Best-in-State Wealth Advisor - 2022
  • Forbes Next-Gen Wealth Advisor - 2022
  • Financial Planning Top 40 Regional Brokers Under 40 - 2023

Jared Lamb

  • AdvisorHub Advisors to Watch - 2022

Bulletin Board

Global Equity: Tight fittingGlobal Equity: Tight fitting

The presence of “tight money” points to a U.S. economic downturn drawing ever nearer, as are the challenges for equity investors. Read the full economic outlook in the latest edition of Global Insight Monthly. 

Latest Insights

Bank facade

A crisis for a few banks is not a banking crisis

Several factors distinguish the recent turmoil from the 2008–09 crisis. We discuss U.S. policymakers’ current approach, and the risks for investors in U.S. banks.

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