Wilcox Financial | Wilcox Sports Management

Wilcox Financial is a leading financial services and consulting firm based in Toledo, Ohio, dedicated to providing comprehensive financial planning and asset management solutions.

For over 60 years, Wilcox Financial has served a diverse clientele, including corporations, executives, small business owners, and high-net-worth individuals across Ohio and surrounding states. We specialize in investment planning, retirement planning, estate planning, tax planning, and business planning, helping our clients achieve their long-term financial goals.

What distinguishes Wilcox Financial is our personalized approach and commitment to building lasting relationships. We work closely with each client to understand their unique needs and develop tailored strategies to safeguard and grow their wealth. Our team of experienced financial advisors, backed by Raymond James, provides expert guidance and support every step of the way.

Founded in 1982, Wilcox Financial has a strong reputation for integrity, professionalism, and client satisfaction. We are proud to be a trusted partner in our clients’ financial journeys.