What You Need to Know about Wickham

By Graham Wickham, CEO & President

Wickham Financial & Insurance Services is a wealth management firm that has been addressing financial planning and insurance strategy for our clients for nearly 50 years. We help them face challenges in all aspects of their lives, throughout their lives.

We implement five strategies: Retirement planning, investment planning, risk management, estate planning, and tax strategies.

My parents started the Wickham Agency back in the early 1980s. Located just off the Marietta Square, we are surrounded by people and places with a rich history. The building that we’re in was built around 1862. We try to be stewards of history and carry that forward. Longevity – I think that’s a hallmark of Wickham.

We’re big believers in listening first, before talking. We lead with education and a consultative approach instead of pushing you to buy things. We focus on designing plans and strategies to address our clients needs through all aspects of their life. 

We’ve always felt that education is power. The more information you have, the better informed you’ll be to make important decisions that will affect all aspects of your life. 

We hold our clients’ objectives as dear as our own. We never forget that we are stewards of your assets and your trust. It is our obligation and fiduciary responsibility to handle those with care. 

We understand and truly appreciate that. We understand that you work hard, and it is important for us to work with you to achieve your goals and objectives.

We’re here for you on every step of your financial journey.