A complete list of active advisors currently associated with Wisdom Investments

Warmer can help you find a great advisor at Wisdom Investments or one who fits your needs even better.

Wisdom Investments provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients), nonprofit organizations, and retirement plans. It offers tiered planning services ranging from a two‑hour financial review and partial plans focused on specific issues to comprehensive financial plans and an ongoing retainer option for continued advice. The firm generally follows a long‑term, buy‑and‑hold investment approach informed by Modern Portfolio Theory and the Efficient Market Hypothesis, using a mix of fundamental and technical analysis and periodic manual rebalancing to maintain target allocations. Client engagements include continuous monitoring and structured reviews, with annual, post‑annual, and pre‑annual meetings used to update goals, cash flow, insurance, and investment considerations. Distinctive operational practices include offering educational seminars or workshops as part of client outreach and support, an uncommon service among peers of this size. Wisdom Investments also discloses the use of AI‑enabled tools for meeting transcription, CRM automation, and drafting client communications (with human review), maintains explicit SMS/privacy procedures, and participates in the SmartVestor referral network, features that differentiate its service model among similarly sized advisory firms.

To learn more about the advisors currently working at Wisdom Investments, 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.

Name	Location	Years of experience
Jose Cuevas III	Hoffman Estates, IL	18
Scott Neubauer	Hoffman Estates, IL	2

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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