A complete list of active advisors currently associated with Wisely Advised

Warmer can help you find a great advisor at Wisely Advised or one who fits your needs even better.

The firm serves individual clients (including high-net-worth households) as well as municipal entities, pension and profit-sharing plans, trusts, estates, and small businesses. It provides discretionary portfolio management, hourly and ongoing financial planning, and qualified plan account services, including acting as a 3(21) fiduciary for employer-sponsored plans. Investment decisions are made on a discretionary basis using a combination of fundamental and technical analysis and implemented through five model portfolios or custom allocations, with periodic rebalancing generally every 12–18 months. Portfolios may hold a broad mix of securities (stocks, bonds, mutual funds, ETFs and cash equivalents), and custodial and clearing services are provided through a national custodian. Compared with many peers, the firm’s principal is also a licensed insurance agent who sells life, health, long-term care and disability products for commissions and is appointed with multiple carriers, a relationship the brochure discloses as a potential conflict of interest. The firm also places emphasis on qualified-plan governance—assisting trustees with investment policy statements, investment committee formation and quarterly monitoring—which it offers alongside its advisory services for a small advisory team managing assets at the firm level.

To learn more about the advisors currently working at Wisely Advised, 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.