A complete list of active advisors currently associated with Wise Wealth Management

Warmer can help you find a great advisor at Wise Wealth Management or one who fits your needs even better.

Wise Wealth Management is a small, state‑registered independent advisory firm that serves individuals, small businesses, and retirement plan sponsors, offering discretionary portfolio management alongside a range of financial planning engagements (hourly, project‑based, and ongoing). Like many independent advisors, it charges fees based on a percentage of assets under management and does not impose a minimum account size. The firm primarily practices passive investment management—constructing asset‑class weighted portfolios using index mutual funds and ETFs for low turnover and tax efficiency—while also drawing on fundamental, technical, and cyclical analysis when evaluating sectors or select securities. For retirement plans, Wise Wealth generally provides nondiscretionary ERISA Section 3(21) consulting and plan‑level services such as investment policy review, monitoring, qualified default alternatives, and participant education. What is distinctive is that a solo, state‑registered adviser of this size explicitly offers institutional‑style retirement plan consulting and participant education while disclosing it does not accept commissions or revenue‑sharing from plan investment providers. The firm’s principal holds the CFP® designation and brings prior institutional industry experience, and the advisory practice uses a major custodian relationship that provides both custody and certain soft‑dollar or support benefits.

To learn more about the advisors currently working at Wise Wealth Management, 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.