A complete list of active advisors currently associated with Wise Financial Counsel, LLC

Warmer can help you find a great advisor at Wise Financial Counsel, LLC or one who fits your needs even better.

Wise Financial Counsel, LLC provides fee‑only financial planning, counseling, financial education and strategic business planning services to individuals, families, small‑business owners and corporations. The firm’s offerings include comprehensive written financial plans, focus‑based planning, counseling engagements and public seminars or workshops on financial topics. Rather than managing client assets or recommending specific securities, Wise Financial Counsel concentrates on analysis, written recommendations and ongoing counseling, gathering information through in‑depth interviews and delivering customized plan documents. Counseling clients receive regular follow-up (including monthly contact for counseling engagements) and the firm expects clients to work with other professionals to implement investment or product recommendations. Noteworthy elements that distinguish the firm from many solo independent advisers are its work with corporate/business clients and its regular public educational seminars and workshops—services that are less common among peers—and the firm’s explicit absence of portfolio management and percentage‑of‑AUM fee arrangements. The sole principal holds CFP and Certified Financial Therapist (CFT™) credentials and integrates financial planning with strategic business coaching for new and transitioning business owners.

To learn more about the advisors currently working at Wise Financial Counsel, LLC, 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.