Your Hometown Financial Partner
Wilson Financial Group was founded in Gastonia in 1992, and we’ve been serving our neighbors ever since. For over three decades, individuals and families across Gaston County have trusted our team to help them plan for retirement, manage investments, and make confident financial decisions.
Located at 520 S. New Hope Road, our office remains a convenient, local resource for those who want experienced financial guidance without leaving the community.
Why Lake Norman Families Choose Wilson Financial Group
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Jane Faber, New York
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Jane Faber, New York
Wilson Financial Group's
Core Values
At Wilson Financial Group everything we do is guided by these 5 core values:
Family
Accountability
Trust
Kindness
Commitment
Financial Planning Designed for Gastonia Families
We understand the priorities of this community—family, stability, and long-term planning. Your financial strategy should reflect those values while giving you clarity about the future.
Our services include:
Through our Retire Right™ process, every part of your financial life is coordinated—so you always know what comes next and how your plan supports it.
Big Expertise Without Leaving Gastonia
You don’t need to travel to a larger city to get thoughtful, experienced financial advice.
At Wilson Financial Group, we provide comprehensive planning right here in Gastonia—combining decades of experience with a personal, relationship-based approach. Many clients appreciate having access to high-level guidance while working with a team that understands the local community.
If you ever need access to additional resources or meeting options, we also serve clients across the greater Charlotte area.
Trusted by Families Across Generations
Many of our client relationships span years—and in some cases, multiple generations.
That trust is built through consistent communication, thoughtful planning, and a long-term commitment to helping families navigate life’s financial decisions. Whether you're preparing for retirement or already there, we aim to provide clarity at every stage.
Visit Our Gastonia Office
Our office is conveniently located just minutes from downtown Gastonia and easily accessible from major roads, making it simple to meet in person when needed.
If you’ve been searching for a financial advisor in Gastonia NC who offers both experience and a personal approach, we invite you to start a conversation.
