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, thoughtful advice and dedication to developing long-term relationships.


Meet our team

Learn more about The Wilkins Investment Group.

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

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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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, 2023, 2024
  • Forbes Next-Gen Wealth Advisor - 2022
  • Financial Planning Top 40 Regional Brokers Under 40 - 2023

Jared Lamb

  • AdvisorHub Advisors to Watch - 2022
  • Forbes Next-Gen Wealth Advisor - 2023

The Wilkins Investment Group was also named a Forbes Best-In-State Wealth Management Team in 2024.

Let's start the conversation

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Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

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Debunking debt disaster

Myths may be important to folklore, but they’re not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt.

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