Wilshire Consultants, Inc., formerly known as Wilshire & Associates, Inc. was founded in 1971 by R. B. (Rick) Wilshire to provide services to individuals, private businesses, law firms, and accounting firms. Primarily known as a firm that provided tax services, business consulting, and bookkeeping services, Rick affiliated with H. D. Vest Investment ServicesSM in 1989 to provide a form of "one stop shopping" that includes financial planning services, brokerage services, retirement plan services and consulting, insurance services, and money management.
Our company was founded upon principles that place the utmost value on the financial goals and objectives of our clients. We are in the business of building long term, solid relationships that are based upon trust and quality client services.
