Jim Wiley

James L. “Jim” Wiley is a financial-services professional and entrepreneur based in the Greater Philadelphia area. Public records identify him as CEO and Chief Investment Strategist of Live Your Vision LLC, doing business as Wiley Group, before Wiley Group was acquired by Wealth Enhancement Group in 2019.

Wiley Group was founded in 2009 and operated as an independent financial advisory practice in West Conshohocken, Pennsylvania. Wealth Enhancement Group announced in April 2019 that it had signed a definitive agreement to acquire Wiley Group, which managed more than $300 million in client assets, advised approximately 450 households, and employed ten people. The transaction was expected to close in June 2019.

Before founding Wiley Group, Wiley began his career as a financial advisor at Dean Witter and spent more than 20 years as a wealth advisor at Morgan Stanley Smith Barney. Public profiles state that he holds an undergraduate degree from Dickinson College and earned the Accredited Investment Fiduciary designation from the Center for Fiduciary Studies. His LinkedIn profile lists Dickinson College from 1979 to 1983 and a Certified Training Professional credential issued by Certified Life Coach Institute in March 2024.

No reliable public source found in this research verifies that Wiley is an active startup angel investor, despite the stub data labeling him as “Angel Investors” and “Seed Round.” The verifiable public record points primarily to wealth management, retirement planning, and coaching rather than venture investing.

• Wiley Group’s publicly stated investment approach focused on “low-volatility, steady-return investment portfolios” designed to provide lifelong income.
• Public profiles describe the Wiley Group approach as emphasizing dividends, alternative investments, and global tactical asset allocation.
• Wiley Group allocated client assets on a discretionary basis mainly among ETFs selected to meet each client’s investment objectives.
• Wealth Enhancement Group’s 2019 acquisition announcement described Wiley Group as focused on fee-based independent financial advice and robust financial planning for approximately 450 households.
• No verified public thesis, check size, sector focus, or portfolio pattern was found for startup angel or seed investing.