The Wiley Group Emerges As Independent Registered Investment Advisor Firm

Will Continue Redefining Retirement for Regional Clients

Teamed With Charles Schwab Institutional As Custodian
CONSHOHOCKEN, Pa.--(Business Wire)--
The Wiley Group, one of the region`s most respected retirement and wealth
advisory firms, announced today that it is now a fully independent Registered
Investment Advisor, ending a long relationship with Morgan Stanley Smith Barney
in an effort to better serve its clients.

As one of Morgan Stanley`s premier regional offices with approximately $200
million under management, the Wiley Group has a 25-year history serving hundreds
of clients with an array of retirement, wealth management and concierge
financial services.

Jim Wiley, chief executive officer, chief investment strategist and founder of
the Wiley Group, said, "We have been proud of our relationship with the
outstanding professionals at Morgan Stanley but we sincerely believe that we
will be better able to bring more transparency, clarity, cost efficiency and
speed to our investors as an independent firm."

The Wiley Group and its professional team is now headquartered at 5 Tower
Bridge, 300 Barr Harbor Drive, Suite 175, West Conshohocken, PA, 19428. The
Wiley Group has always strived to successfully match client financial goals and
performance to real life goals and circumstances, with particular expertise
serving executives in the regional pharmaceutical, telecom and engineering
industries.

"Our primary investment philosophy is conservative, yet nimble, relying on
tactical asset allocation to manage market volatility as our clients plan for
the future. We will continue to seek to create low-volatility portfolios that
also optimize market opportunity as our clients move forward in their lives,"
Wiley said.

Wiley is a graduate of Dickinson College with both Series 6 and Series 7
licenses. During his 25-year career he has guided clients through five bear
markets and has developed a holistic financial approach to life planning. "We`ve
come to know that while global financial markets may drive macro economic
performance, our clients face issues like real estate decisions, college
expenses or elder care that demand micro approaches. That`s why we`ve developed
a concierge suite of expertise that addresses real-life financial conditions,
rather than just how your portfolio is performing in the market," Wiley said.

The Wiley Group will use Charles Schwab Institutional as its custodian, a firm
specifically chosen because of its commitment to technological innovation and
client service, with no investments in sub-prime real estate instruments and no
proprietary investment products that may not represent ideal client investment
opportunity.

"As an independent SEC registered investment advisor, we expect to dramatically
improve portfolio transparency and investor communications, with customized
performance reporting, client events, webinars, updated website information and
old fashioned one-on-one meetings," Wiley said.

Wiley Group clients will continue to be served by an outstanding executive and
support team, including:

* Edgar Lambert, III, Chartered Retirement Planning CounselorSM , Economic
Analyst - Lambert`s responsibilities include pre-retirement and early retirement
planning, investment and retirement feasibility analyses, financial planning
based on economic trends and perspective.
* Alexander F. Cabot, Quantitative Analyst - Cabot`s responsibilities include
statistical analysis, daily trading, performance reporting and quantitative risk
analysis.
* Bernadette Parrish, Chief Operations Officer, Chief Compliance Officer -
Parrish essentially serves as a client`s chief communications officer, managing
all corporate communications, events and daily client contact.
* Marianne Scott, Operations Manager - Scott`s primary responsibilities include
managing the operational requirements in all client relationships.

"We believe we`ve been able to attract and retain some of the best talent in the
industry, both from an investment management and client service perspective. We
are extremely gratified that the team our clients have grown to depend on will
remain intact as the Wiley Group," Wiley said. "In addition to our in-house
investment expertise, we will have access to outstanding research from Goldman
Sachs, Credit Suisse and other informed and enlightened sources."

For more on the Wiley Group, please go to www.livemore.net.

TheWiley Group
Jim Wiley
Chief Executive Officer
Chief Investment Strategist
610-260-3051
jwiley@livemore.net
or
Media Contact:
The Karma Agency
Bruce Boyle
215-790-7805
bruce@karmaverse.com

Copyright Business Wire 2009