For more than 50 years, Sandefur Wilson Asset Management, LLC has helped families, individuals, and businesses grow, protect, and pass on what they've worked for — with a steady hand and a long view.
Rooted in family values, serving clients nationwide with personalized financial guidance and long-term planning for every stage of life.
Our product recommendation comes from years of experience and watching the trends and flows of the economy.
Sandefur Wilson Asset Management, LLC traces its roots to 1973, representing more than five decades of personalized financial guidance and three generations of family leadership.
William E. “Bill” Sandefur founded the original practice in 1973 as Sandefur and Associates. In 2003, Robert A. “Bobby” Wilson established his own practice and began working alongside Bill.
In 2017, the firm transitioned to the independent advisory model through Triad Advisors. This move allowed the practice to serve investment advisory clients in a fiduciary capacity while gaining greater flexibility, expanded investment options, and enhanced resources—all while remaining independently owned. As fiduciaries, the firm’s investment advisory professionals are committed to acting in their clients’ best interests and providing guidance tailored to each client’s unique goals.
In 2023, the firm proudly entered its third generation as Robert A. Wilson II joined the team, continuing a legacy of trusted financial guidance. Following Bill’s retirement after 50 years of dedicated service, his practice was seamlessly integrated with Bobby’s, uniting decades of experience and longstanding client relationships under one firm. During this same year, Triad Advisors became part of the unified Osaic brand, providing independent advisors with expanded technology, resources, and support.
In 2024, the firm updated the name to Sandefur Wilson Asset Management LLC, reflecting both its rich history and continued growth.
We are proud to be an affiliate of Osaic, one of the largest independent wealth management platforms in the United States. Osaic supports over 11,000 independent financial professionals and 270 financial institutions, overseeing more than $700 billion in total client assets — giving our clients access to the resources and depth of a national platform with the personal attention of a local firm.
Comprehensive services for families and businesses who want trusted advice.
Strategies built around your goals, timeline, and comfort with risk — then tended over time as the landscape shifts.
A clear map for the road ahead — retirement, milestones, and everything in between, adjusted as life changes.
Protection that stands like an old oak — there for the people you love, in every season of life.
With more than 25 years of experience as a financial advisor, Bobby has spent his career helping individuals and families across the country navigate their financial lives with clarity and confidence. He takes a comprehensive approach to financial planning, looking beyond individual investments to understand how each piece of a client's financial picture fits together.
His approach is rooted in building lasting relationships and taking the time to understand what matters most to each client. Whether planning for retirement, managing investments, or preparing for the next generation, Bobby is committed to helping clients make informed decisions and pursue their goals with confidence.
Robert Aaron serves the firm in an administrative role, working alongside his father since 2023. He supports Bobby's clients with scheduling, service, and day-to-day needs, gaining hands-on experience and learning the importance of building lasting relationships with the families the firm serves.
Robert Aaron does not maintain his own clients. All products and services of the firm are offered through Bobby Wilson.
With 20 years of experience at Sandefur Wilson, Patricia has been an integral part of the firm's day-to-day operations and a familiar, trusted presence for clients. She helps keep the firm running smoothly while providing the organization, support, and personal attention that clients have come to appreciate.
Patricia's dedication and commitment to the firm reflect the long-term relationships at the heart of Sandefur Wilson.
Real advice from people you can sit across the table from — not a call center or an algorithm.
“Bobby has looked after our family's finances for years. He explains everything plainly and always has our long-term interests at heart.”
“Having father and son on our plan gives us real peace of mind — a steady hand today and for the next generation.”
“No pressure, no jargon. Just clear guidance that's helped us plan for retirement with confidence.”
