About Us


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 financial planning, 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 costs 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 alongside our business partners.

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 researched and back tested through many different market conditions. Throughout the year, we devote time and energy into research and analysis to determine and create our best portfolios.

What About Us?

Click here to learn more about us and who makes up our team here at Wiser Wealth Management, Inc.

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