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 provides discretionary investment management, financial planning, and consulting to individuals, high‑net‑worth clients, families, trusts, retirement plans, and charitable organizations. The firm also serves multi‑generational families through separately managed accounts and offers legacy position management and retirement‑plan advisory and administrative services. Its investment process blends strategic, dynamic, and tactical asset allocation with long‑term and value‑oriented stock selection, using a mix of equities, mutual funds, and ETFs. The firm employs a proprietary quantitative optimization model alongside qualitative analysis and uses eMoney for consolidated reporting and a third‑party order management arrangement (Pontera) to implement and rebalance assets held outside the recommended custodian. PlanWiser is affiliated with an accounting and tax practice, PlanWiser Tax, LLC, and may arrange tax preparation through that affiliate—an affiliation that is uncommon among peers and creates closer operational integration between tax and advisory services. The firm also reports roughly $169 million in regulatory assets as non‑discretionary as of December 31, 2025, and relies on custodial, reporting, and back‑office platforms (including Schwab and Orion) and occasional insurance product activity by its advisors, which together shape an operational profile that differs from many similarly sized firms.

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.