A complete list of active advisors currently associated with Moneywise, Inc.

Warmer can help you find a great advisor at Moneywise, Inc. or one who fits your needs even better.

Moneywise, Inc. is a state-registered, independent advisory firm that provides discretionary portfolio management and coordinated or limited financial planning to individuals, high-net-worth clients, qualified retirement plans, and small businesses. The firm develops a written Investment Policy Statement with each client and manages accounts on a discretionary basis, while offering written or verbal financial planning reports for select engagements. The firm’s investment process emphasizes asset allocation and mutual fund/ETF selection using fundamental analysis and Morningstar screening, with a mix of long-term and shorter-term trading strategies and quarterly portfolio reviews. Moneywise may retain third‑party subadvisers when appropriate and has an arrangement to use Fidelity Institutional Wealth Adviser model portfolios (via a subadviser) for certain client accounts at no additional charge. What is distinctive about the firm is the principal’s non‑traditional professional background as a licensed dentist who also holds CFP credentials, combined with a long-established solo practice managing roughly $36 million for about 42 clients — a client roster and AUM profile that produces higher assets per client than many solo independents. The brochure also discloses reciprocal referral activity with a related CPA firm, the firm’s direct fee‑debiting practice (resulting in limited custody), a policy not to vote client proxies, and recent operational updates such as SMS message capture and an updated privacy policy that prospective clients may wish to review.

To learn more about the advisors currently working at Moneywise, Inc., 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.