Love Your Wealth
Wilke Wealth & Investment Planning
Melinda "Mindy" Wilke
Wealth Management Advisor|CFP®
Specialized Focus on Physicians, Medical Professionals, and Business Owners & Executives
Our Mission
Our Mission
Our mission is to bring customized wealth management and financial planning to our clients and their families. We help our clients:
- Execute on goals and dreams
- Create customized retirement solutions that serve as the roadmap to retirement
- Transfer knowledge so clients can make informed decisions
Many people look back on their lives with regret: not for the things they have done, but for the things they left undone. Our team can help provide the right solutions at the right time. Love your wealth!
Our Value
Are you working with a team of experts who
understand your financial goals and values?
We help clients execute on their goals and dreams. To address your unique needs, our team believes in a collaborative, holistic approach. As a team with over 75 years of experience, we have combined our talents, skills, and expertise to provide exceptional service.
Visit the Meet Our Team page to learn more about our incomparable team.
Wilke Wealth brings our exceptional service to over 45 states including:
| Alabama | Louisiana | Ohio |
| Alaska | Maine | Oregon |
| Arizona | Maryland | Pennsylvania |
| Arkansas | Massachusetts | Rhode Island |
| California | Michigan | South Carolina |
| Colorado | Minnesota | South Dakota |
| Connecticut | Mississippi | Tennessee |
| District of Columbia | Montana | Texas |
| Florida | Nebraska | Utah |
| Georgia | Nevada | Vermont |
| Idaho | New Jersey | Virginia |
| Illinois | New Mexico | Washington |
| Indiana | New York | West Virginia |
| Iowa | North Carolina | Wisconsin |
| Kentucky | North Dakota | Wyoming |
Fee-Based Planning
As fee-based financial planners, we are compensated for the time and expertise put into designing and creating your personal financial plan. Under this fee structure, we have a responsibility to ensure your interests and goals are always put first.
Community Involvement
Our team at Wilke Wealth is proud to give back to our communities.
Here are some of the organizations we partner with:
- St Alphonsus Community Food Pantry
- St Vincent de Paul Society
- Franklin Library Advisory Committee
Alex's Lemonade Stand Foundation
ALSF is dedicated to changing children's lives through impactful research, raising awareness and supporting families to help cure pediatric cancer.
Strain for the Brain
This event honors individuals living with a brain tumor, those who lost the fight and the many people who love them — all while raising funds to support research to find better treatments and, eventually, cures.
