About Us

MISSION STATEMENT

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.

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.

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.

What About Us?

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

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Managing Inherited IRAs: Distributions and Taxes https://t.co/kFPKXtN4o6
- Monday Oct 16 - 4:00pm

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Investing options: 3 Warren Buffett stocks for retirees https://t.co/e606NSvUk6
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