Greenbrier, AR Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Planwiser Financial
Supported
Firm-wide stats for Planwiser Financial
About
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.
Based on Planwiser Financial
Location
Greenbrier AR
Advisors at this office
1
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