Wilkerson Advisory Group LLC

Wilkerson Advisory Group, operating under the name WAG Management, is an investment management firm headquartered in Columbia, Missouri. The firm assists clients with building, growing, managing, and safeguarding their wealth, specializing in investment for financial independence, retirement planning, and income replacement strategies. Wilkerson Advisory Group offers discretionary asset management services, tailoring portfolios to individual goals, time horizons, and risk tolerances using a top-down tactical asset allocation approach and third-party risk analysis tools. In addition to investment management, the firm provides comprehensive financial planning—covering topics such as estate planning, taxes, cash flow, and risk management—as well as standalone financial planning services on a fixed-fee or hourly basis. Wilkerson Advisory Group also offers investment and consulting services to employer-sponsored retirement plans.