A complete list of active advisors currently associated with Wiseman & Associates Wealth Management
Warmer can help you find a great advisor at Wiseman & Associates Wealth Management or one who fits your needs even better.
Wiseman & Associates Wealth Management advises individuals (including high‑net‑worth clients) and a range of other client types, providing discretionary and non‑discretionary portfolio management, retirement consulting, financial planning, and selection of other advisers. The firm reports approximately $70.6 million in discretionary assets under management across about 207 client accounts and operates with a small, two‑advisor team. The firm’s investment approach emphasizes broadly diversified index mutual funds and ETFs and draws on Modern Portfolio Theory and fundamental analysis to set long‑term allocations tailored to each client’s risk tolerance and financial circumstances. Wiseman & Associates offers both traditional portfolio management and a web‑based program via the Betterment Institutional platform, where Betterment executes trades on a discretionary basis while the firm focuses on portfolio selection and client servicing. What distinguishes the firm from many peers is that it sponsors a wrap fee program and makes routine use of a third‑party managed platform—features that are less common among similarly sized supported firms. The advisors also maintain broker‑dealer and insurance affiliations (registered representatives with LPL and licensed insurance agents), and the firm combines directed brokerage relationships with LPL alongside Betterment custody for managed accounts, which creates potential conflicts of interest the firm discloses and manages; it also offers tiered financial planning engagements and may waive ongoing planning charges for clients who move assets under management.
To learn more about the advisors currently working at Wiseman & Associates 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 |
|---|---|---|
Middleburg, VA
| 1
| |
Middleburg, VA
| 41
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)