PEACE OF MIND
TRUSTWORTHY ADVICE
FINANCIAL CLARITY
PEACE OF MIND
TRUSTWORTHY ADVICE
FINANCIAL CLARITY
Click here to learn more about awards we have received as well as our firm’s ratings, advisor designations and associations.
Flat Fee & Hourly Financial Advice – No Strings Attached
You’re working hard to achieve your financial goals, but you may not have the time or knowledge to do everything on your own. That’s where we come in. Making wise financial decisions is critical, and it helps to have a team of financial planners to navigate through all the options, so you can make the best choices for your future.
At Wiser Wealth Management, we believe everyone should have access to quality financial advice. This is why we offer one-time financial planning for a flat fee, unlike most other financial advisory firms. We create a financial plan and provide recommendations without any ongoing fees. Our pricing is based on complexity and the time involved. Typically, our cost to prepare a custom financial plan will range between $3,500 and $5,500.
Financial Advice You Can Trust
Fiduciary & Fee-Only
Our financial advisors are fiduciaries, meaning they are legally obligated to act in your best interests. Since we are a fee-only firm and do not receive commissions or referral fees, we can evaluate your financial situation and offer advice from an unbiased perspective.
Financial Planning
Our advisors can work with you to develop a comprehensive plan that aligns with your unique circumstances and goals. During our planning process we cover everything from social security, investments, insurance, taxes, estate planning, and more.
Experienced Advice
With a team of credentialed, financial advisors, we bring you over 55 years of combined financial experience. Each member of our team has a unique background that contributes to our clients’ achievements.
3 Steps to Gain Confidence in Your Financial Future
Financial planning is a necessary and important part of life, but it doesn’t have to be hard. When it comes to your hard-earned money, you deserve nothing less than the best advice possible. We can help you achieve your financial goals with confidence.
We help clients write their own stories of success. Yours could be next!​
Important Disclosure: The above reviews feed directly in real time and are sorted by newest to oldest. These reviews are from our business page on Google, a third-party review aggregator. We do not control or curate the content, although we do respond to new reviews. All reviews appear to be client testimonials, although reviews could be posted by non-clients who want to endorse our services. We are not able to confirm the identities of reviewers and we do not compensate anyone for their review.
