A complete list of active advisors currently associated with Planwiser Financial

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

PlanWiser Financial serves individual and high-net-worth clients, families, trusts, retirement plan sponsors, and charitable organizations. The firm offers discretionary portfolio management, financial planning and consulting, and retirement-plan advisory services, including model-based investment management and legacy-position guidance. Its investment approach combines strategic, dynamic, and tactical asset-allocation strategies with value and long-term holding techniques, supported by a proprietary quantitative optimization model; core investments include equities, mutual funds, and ETFs with cash used tactically. PlanWiser uses financial planning and reporting technology (eMoney) and third‑party execution/monitoring tools (Pontera) to implement and oversee assets that are not custodied with the firm’s primary custodian. A notable and uncommon feature is the firm’s affiliation with an accounting and tax entity, PlanWiser Tax, LLC, through which it offers tax, accounting, and tax-preparation services and, in some cases, integrates those services into the client engagement. The firm also accepts retirement-plan fiduciary roles in certain circumstances (including acting as an ERISA 3(38) investment manager), and it combines custodial and non-custodial account management capabilities to support multi‑asset and plan-related client needs.

To learn more about the advisors currently working at Planwiser Financial, 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.

You can also browse Planwiser Financial's office locations.

Name	Location	Years of experience
Lindsay Lingo	Greenbrier, AR	18
James Mulzer II	Colorado Springs, CO	9
Joel Top	Colorado Springs, CO	21

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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.

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