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Jordan W
CFP®, Series 63, Series 66
Fort Wayne, IN
Wise Wealth Management
Jordan Wise is a CFP® professional with 14 years of experience in the financial services industry. He currently leads Wise Wealth Management, an independent advisory firm, and has prior experience at Goldman Sachs and other firms. Outside of advisory work, he is part owner of Guardia Trust Insurance LLC and serves as a strategy associate for Wise Insurance Agency, Inc. Wise Wealth Management serves individuals, small businesses, and retirement plan sponsors by providing discretionary portfolio management and financial planning services. The firm primarily employs passive investment strategies using index funds and ETFs, and also offers ERISA Section 3(21) consulting and participant education for retirement plans without accepting commissions or revenue-sharing from investment providers.
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