Providing our clients and community with independent fee only fiduciary wealth management while simultaneously using our resources to benefit God’s kingdom.
Wiser Wealth Management is a fee only Registered Investment Advisory firm and a fiduciary to our clients, which means we have a responsibility to look out for our client’s best interest. We offer investment management, business retirement plans, tax planning-preparation, and estate planning. Wiser Wealth Management does not sell any products. We manage portfolios by investing in index funds best suited for our clients. Our investment philosophy is to keep cost low, maintain a diversified portfolio, and always invest for the long term. We accomplish these objectives by investing in the global markets using broad and sector based index funds. In some cases we use option techniques. Our investment advice incorporates tax and estate planning knowledge.
We believe that the best way to provide long term wealth is through investing in highly diversified index funds with a portfolio optimized for risk and return. All of our portfolios have been extensively backtested through many different market conditions.
In investing, we always keep these three things in mind; keep cost low, diversify, and invest for the long term. This is our simple and time tested Wiser Advice.
“Pressed to identify useful financial innovations created during the past quarter-century, Paul A. Volcker,... http://t.co/2JrKcWL4H8
- Friday Dec 12 - 3:23am
Our very own Michael Burnett was sworn in to be able to practice before the US Supreme Court today! http://t.co/9rMPtUQy5h
- Monday Dec 8 - 8:57pm
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Casey Smith, President of Wiser Wealth Management, Inc was named the 2014 wealth manager of the year...
Wiser Wealth Management, welcomes Ralph Beasley, CPA to our firm. Ralph comes to Wiser with over thi...
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