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Creating a Financial Plan Toward

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.


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Pursuing Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More Today About

How We Help

Contact us today to find out how we can help with your financial needs.

Pursuing Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

About Us

At WM Wealth Management, our mission is to build long-term relationships with a select group of clients by helping them to simplify their financial lives and empowering them to make informed decisions through education, communication and world-class service.

 

Who We Are

 

 

Our Process

 

 

What We Do

 

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Get in Touch.


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Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Investments

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.

 

Insurance

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

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Our Team

Click on the pictures below to learn more about our advisors.

Photo of team member

Adam Wilson

Wealth Advisor

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Adam Wilson

Email: adam.w.wilson@lpl.com

Adam was born and raised in Coastal Oregon. His wife Francesca is a Middle School Science teacher and his two daughters are the sixth generation Oregonians for his family. He earned a bachelor’s degree in business from Northwest Christian University. Adam started his financial career in banking and eventually found his place in the securities investment world in 2011.

As a founding partner of WM Wealth Advisors and a licensed investment professional, Adam holds the Financial Industry Regulatory Authority licenses 7, 63 and 65 and is registered through LPL Financial. He also holds life, health and long-term care insurance licenses through the state of Oregon.

Adam has a passion for being client focused and takes pride in knowing a great deal about his clients current and desired lifestyle. From that in-depth knowledge, he is able to tailor the investment strategy personally for each client.

Outside of the office, Adam is an avid outdoorsman and takes full advantage of what the Pacific Northwest has to offer. He is constantly being bested by his daughters regarding who caught the biggest fish.

Bio
Photo of team member

Rob Martin

Wealth Advisor

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Rob Martin

Email: rob.martin@lpl.com

Rob was born and raised in Springfield, Oregon. He has been married to his wife Cassie for 30 years and has two daughters. His family are the greatest blessings that Rob has enjoyed in his life. He likes to go for runs, hikes, backpacking and camping trips with his family throughout the Pacific Northwest.

Rob has earned a Bachelor of Science in Marketing and Management from the University of Oregon and a Master of Business Administration from Portland State University. With over 18 years of experience in the financial Services Industry as a licensed advisor the need to put clients first and remain independent of sales pressure is of utmost importance to Rob.

Rob currently holds Financial Industry Regulatory Authority licenses 7, 31, 66, and is registered through LPL Financial. He also holds life, health and long-term care insurance licenses through the State of Oregon.

Bio
Photo of team member

Ian Epperson

LPL Registered Administrative Associate

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Ian Epperson

Email: ian.epperson@lpl.com

Ian has been in the securities industry and has been an assistant to Adam Wilson since July 2016.

He completed his degree at Lane Community College and is attending the University of Oregon for a bachelors degree in Business. His previous financial work experience was in the insurance industry and providing service at a military federal credit union. Currently, Ian is in the process of becoming a licensed financial advisor.

Ian has made a commitment to provide service to clients that he would expect for his own family in a positive, informative, and understanding manner. He enjoys walking his dog, creating music, fitness, and above all, increasing his knowledge about the world of financial planning.

Bio

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 541-668-8729
Fax: 541-349-0778

Adam: adam.w.wilson@lpl.com
Rob: rob.martin@lpl.com
Ian: ian.epperson@lpl.com

485 Alexander Loop Suite #130
Eugene, Oregon 97401

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