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"A vision, without a plan, is just a hallucination." – Will Rogers

You deserve a strategy that adapts to your needs.

We create financial strategies tailored to your goals



Wilshire Consultants Inc. has been serving the DFW Metroplex and surrounding areas for over fifty years. We also serve a market center in San Antonio, South Central Texas, and thirteen additional states.

We are a comprehensive financial services firm dedicated to assisting our clients with the eight Wealth Management issues that involve enhancing their overall financial position and pursuing their long term financial goals.

Our programs are designed to grow, protect, and conserve the wealth of our clients by delivering personalized professional services and expertise. We work with individuals, small and medium sized businesses, estates and trusts in all areas of financial, tax, business, and retirement plan consulting. We are proud to offer a lifetime of services from Educational Planning for the infant to Elder Care Financial Consulting for the elderly.

<p>Financial Advice Shouldn't Be Complicated</p>

We offer bookkeeping services for small to medium sized businesses that include general ledger accounting, bank reconciliations, financial statement preparation, individual and business tax returns, and federal and state payroll and sales tax returns. We also offer representation before various federal and state agencies. Our strategic alliance with several law firms provides us the resources to expand our corporate, estate and trust services.

Please explore our website to learn more about the services that we can provide. Should you have questions or would like to obtain more information about our firm, please do not hesitate to contact us at

Meet Our Experienced Financial Professionals

Christopher Ryan Wilshire


Wilshire Consultants is sad to announce that Christopher Wilshire, one of our founding partners, a prominent financial advisor, and cattle rancher, passed away on October 21, 2022.

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R. B. (Rick) Wilshire, CFP®, CSA, ATA, ATP, EA

Financial Advisor



Certified Financial Planner, Certified Senior Advisor, Accredited Tax Advisor, and Accredited Tax Preparer, Enrolled to Practice before the Internal Revenue Service. 

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Tayla Wilshire, MS, BCBA

Behavioral Consultant



Tayla Wilshire graduated from Texas Christian University in 2011 with a Bachelor’s of Science degree in Psychology. She obtained a Master’s of Science degree in Behavior Analysis from the University of North Texas in 2015....
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Angie Wohlhaefer

Client Services Manager / Associate Financial Advisor



Angie Wohlhaefer is the Client Services Manager and aFinancial Advisor at Wilshire Consultants, Inc. Prior to hercurrent position at Wilshire Consultants, Angie worked atAvantax (formerly HD Vest) as a Client Services team member....
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