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.
The firm provides discretionary portfolio management and a range of financial planning services, including hourly consultations, project-based plans, and ongoing comprehensive planning, for individuals, high-net-worth clients, and small businesses. As of December 31, 2025 the brochure reports roughly $6.38 million in discretionary assets under management across 49 client relationships. The investment approach emphasizes passive portfolio construction using low-cost index mutual funds and exchange-traded funds to pursue diversification, lower internal expenses, and tax efficiency. At the same time, the firm discloses the use of fundamental, technical, and cyclical analysis to inform asset-allocation decisions and occasional sector or tactical adjustments alongside the passive core. Notable distinctions in the brochure include the principal’s CFP® credential and prior industry experience with large broker-dealers and ETF firms, plus disclosed outside insurance-related activities (consulting and an ownership interest in a property and casualty firm). The firm also recommends Charles Schwab for custody, reports receiving Schwab-related soft-dollar benefits and access to Schwab Advisor Services, and documents quarterly investment reviews with an annual comprehensive plan update as part of its ongoing planning service.
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.
Name |
Location |
Years of experience |
|---|---|---|
Fort Wayne, IN
| 14
|
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