A complete list of active advisors currently associated with Nisiotis, Michael

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

Surpass Yourself Advisors provides comprehensive financial and retirement planning, financial education, and coaching to individuals, families, small businesses, and employers or organizations that want to offer financial-wellness services to employees or members. The firm operates a virtual practice and delivers services via one-on-one planning, webinars/seminars, and tailored workplace financial wellness programs. Investment recommendations are guided by a written Investment Policy and emphasize asset allocation with broadly diversified, primarily passive portfolios while using fundamental and technical analysis and dividend models as appropriate. The firm does not manage client assets or accept discretionary authority; clients implement recommendations through their chosen custodians and the firm is compensated through flat or hourly planning and education fees rather than percentage-of-assets charges. The principal holds CFP and CRPC credentials and is a licensed insurance agent, and the firm may recommend insurance products or refer clients to other professionals (with any commissions or referral fees disclosed). The combination of public educational offerings and employer-focused programs, the adviser’s insurance affiliation, and the explicit absence of portfolio management and percentage-of-AUM fee arrangements distinguish the firm from many independent advisor practices.

To learn more about the advisors currently working at Nisiotis, Michael, 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
Michael Nisiotis	Rutherford, NJ	5

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