Johnathan Wilsey, Social Security Planning Consultant

Johnathan Wilsey is a trusted Financial Planner at BPS Financial Services in Loudonville, NY, with over 17 years of experience guiding households in the Capital Region toward their long-term financial goals. As an Accredited Investment Fiduciary®, Certified Retirement Counselor®, and National Social Security Advisor®, John specializes in critical areas impacting today’s retirees, including Social Security distribution strategies, healthcare expense management, and retirement income maximization.

John's approach emphasizes building meaningful, trusting relationships with his clients before designing tailored financial solutions. He understands that financial planning is more than numbers; it’s about understanding your unique needs and aspirations. Clients can expect personalized attention, educational workshops, and a commitment to going the extra mile to ensure they feel valued.

Dedicated to sustainable investing, John incorporates ESG principles into his investment strategies, aiming to create positive impact beyond just financial returns. When working with John, you're not just gaining a financial planner—you're partnering with a knowledgeable professional who views your success as a priority.

As a holder of the NSSA® designation in Social Security planning, Johnathan Wilsey brings specialized knowledge of Social Security planning to every client relationship.

Outside of work, John enjoys spending quality time with his wife Amanda and their sons Gunnar and Tucker, exploring the outdoors, and cheering on his favorite sports teams, the New York Football Giants and Arsenal Gunners. For reliable and expert financial planning services in the Capital Region, turn to Johnathan Wilsey at BPS Financial Services.

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