A complete list of active advisors currently associated with Wisdom Planning Group

Warmer can help you find a great advisor at Wisdom Planning Group or one who fits your needs even better.

Wisdom Planning Group serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, delivering ongoing portfolio management, financial planning, and pension consulting. The firm reports roughly $112.9 million in discretionary assets under management across about 109 client relationships and operates with a small advisory team. The firm creates individualized Investment Policy Statements and applies fundamental, quantitative and modern portfolio theory to construct and monitor portfolios, typically with discretionary trading authority. Its stated strategies include long‑term investing and the use of margin and options trading, and it allocates to mutual funds, ETFs (including precious‑metals ETFs), hedge funds and private equity when appropriate, with documented policies for equitable allocation of limited‑supply opportunities such as IPOs. Compared with many peers, WPG recently transitioned to SEC registration and requires clients to custody accounts with specific custodians (Charles Schwab or TD Ameritrade), disclosing receipt of institutional services and soft‑dollar benefits. The firm’s advisers are also licensed insurance agents who may offer commissionable insurance products, and the firm provides pension consulting and access to leveraged and alternative strategies despite its relatively small team.

To learn more about the advisors currently working at Wisdom Planning Group, 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.