A complete list of active advisors currently associated with Wiser Advisor Group

Warmer can help you find a great advisor at Wiser Advisor Group or one who fits your needs even better.

Wiser Advisor Group is an SEC-registered advisory firm that serves individual clients (including high-net-worth households) as well as entities such as corporations, non-profits, foundations, trusts, and qualified retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, and works with a range of vehicles that include mutual funds, ETFs, individual securities, variable insurance products, third‑party managers, alternative managers, and private funds. The firm describes an investment process that blends fundamental, economic, technical, cyclical, and charting analysis and employs both long‑ and short‑term strategies to meet client objectives. Wiser offers both managed discretionary accounts and non‑managed accounts and uses an onboarding and periodic review process to tailor portfolios and trading restrictions to individual client goals and constraints. Compared with many supported peers, Wiser is notable for sponsoring a wrap‑fee program in which discretionary accounts are managed under an inclusive fee arrangement, and for having supervised persons who are dually licensed to offer commissionable insurance and broker‑dealer products. The firm also emphasizes retirement plan consulting with potential ERISA fiduciary engagement and a relatively broad investment toolkit—including structured notes, private funds, and digital asset exposure—which distinguishes it from many similarly sized advisory teams.

To learn more about the advisors currently working at Wiser Advisor Group, 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.