Sioux Falls, South Dakota
James P. Willers and his team at Sioux Falls Advisors (operating under NewEdge Advisors) provide financial planning, investment management, and retirement planning services to individuals, business owners, and multi-generational families in Sioux Falls, South Dakota. Willers holds the CRPS credential and brings 16 years of industry experience including prior roles at UBS and AXA Advisors; the team also includes Megan Landon, a CFP with wealth advisory background, and Eric, who holds Series 7 and 66 licenses. The firm emphasizes personalized strategy development aligned with clients' specific financial goals and life circumstances, with particular expertise in retirement plan design, business owner planning, and wealth management.