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Fiduciary Fee-Only Financial Services
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Financial Planning & Portfolio Management
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Wiser Wealth Management is about providing the tools to help families and businesses make smarter decisions.

Rely on our fiduciary, fee-only investment advisory firm for a variety of services.

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From Our Blog

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Social Security – Don’t Rush for the Payout

When planning for clients we use social security optimization tools to help us give the […]

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Why Stocks Went Down When Oil Went Down

Equity markets descended in January alongside oil prices, while testing new lows with a visible […]

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Social Security Planning Update – A Loophole is Closed

During the financial planning process here at Wiser, we use planning software to determine the […]

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