A complete list of active advisors currently associated with Business Wise Insurance, PLLC

Warmer can help you find a great advisor at Business Wise Insurance, PLLC or one who fits your needs even better.

Business Wise Insurance, PLLC provides investment advisory and financial planning services to individuals and owners of small businesses, with a particular focus on employer-sponsored retirement plans, PEP 401(k) arrangements, ESOPs, executive compensation and business succession work. The firm also operates as a licensed insurance producer and places group and personal life and annuity products as part of its service offerings. The firm implements client portfolios through third‑party investment advisers and custodial platforms, constructing allocations from individual stocks and bonds, mutual funds, ETFs and limited alternative investments (typically capped in client allocations), and may accept discretionary authority for trading when clients agree. BWI describes a blend of analytical approaches (fundamental, technical, top‑down and bottom‑up), ongoing monitoring (commonly quarterly), and active selection and oversight of TP IAs and retirement plan administrators. Noteworthy aspects of the practice include its dual role as both an RIA and an insurance producer—explicitly disclosed in the brochure—and a pronounced emphasis on plan sponsors and pooled employer plan structures, supported by relationships with TPAs and group annuity providers and an affiliated business‑exit planning process through theIEPA. The firm also discloses a prior California insurance‑license suspension (subsequently reinstated), a disciplinary event the brochure documents and that is uncommon among similar solo independent advisers.

To learn more about the advisors currently working at Business Wise Insurance, PLLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.