About Us
Your Valued Partner in Financial Freedom
At Wilkins Wealth Management Group, LLC, we are committed to helping families, small business owners, and real estate investors pursue financial independence through personalized, comprehensive financial strategies. Founded by Bill Wilkins, our firm brings over 30 years of expertise and dedication to every client relationship.
Our Founder:
Bill Wilkins, CFP®
With a Bachelor of Science in Business Administration and a major in Finance from the University of Dayton, Bill Wilkins has devoted his career to empowering clients with financial clarity and confidence.
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Recognized Expertise: Bill has been honored as a Five Star Wealth Manager (2016, 2017 & 2025) in Cincinnati Magazine, a distinction awarded based on independent criteria such as credentials, experience, and assets under management.
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Professional Designations: Bill obtained his Certified Financial Planner Practitioner TM designation in 1999. Even though Bill has worked for such financial firms as Fidelity and Merrill Lynch, Bill felt he could better serve his clients by utilizing LPL Financial, *The #1 Ranked Independent Broker Dealer in the Country. By utilizing LPL Financial’s Platform, Bill has been able to provide completely customized advice and gain access to some of the most comprehensive nonproprietary investments, retirement, tax planning, business planning & estate preservation planning services in the industry. Bill resides in Mason, OH with his wife of 33 years, Susan, and two children.
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Independent Approach: Leveraging LPL Financial’s Independent Platform, Bill ensures every recommendation is tailored and independent to each clients planning desires.
*As reported by Financial Planning Magazine, June 1996-
June 2025, based on Total Revenue
Strategic Partners
Dennis M. West CFP®
West Wealth Management Group
With more than 30 years of experience in the financial services industry, Dennis West has established himself as a valued advisor who is deeply committed to his clients' financial success. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Dennis has spent his career working alongside Bill Wilkins to deliver comprehensive, personalized financial planning solutions.
Recognized Expertise: Dennis is a seasoned CERTIFIED FINANCIAL PLANNER™ (CFP®), demonstrating a commitment to excellence through ongoing education and adherence to the CFP® Code of Ethics, ensuring his advice is both ethical and impartial.
Long-Term Partnership: Dennis and Bill formed their strategic partnership over two decades ago, creating a seamless, client-first approach that provides continued high-quality financial planning services, even in the absence of one partner.
Comprehensive Solutions: As part of the partnership with Wilkins Wealth Management Group, Dennis works alongside Bill to provide clients with comprehensive financial services, backed by the strength of LPL Financial’s Independent Advisor Platform, offering nonproprietary, comprehensive solutions.
Our Approach
Tailored Solutions
Every financial plan is customized to align with your unique goals and priorities.
Education First
We empower clients by ensuring they understand their current financial situation and how to work towards their desired outcomes.
Proactive Guidance
As your financial professionals, we stay by your side, keeping you focused on your goals and helping you maintain a disciplined approach to pursuing the lifestyle you desire.
