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.


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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Let's start the conversation

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

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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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

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.

Bulletin Board

Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

Latest Insights

Commuters on a train

A return to yield curve normalcy?

The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds.

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