Wiser Advisor is a relationship-driven financial advisory firm serving families, business owner, and nonprofit organizations.

We help clients navigate complex financial decisions with clarity—particularly during periods of transition, growth, or change—by aligning financial planning with what matters most to them.

We believe wealth is more than a number. It reflects the choices you’re able to make, the people and causes you support, and the legacy you intend to carry forward.

We start with your life plan, not your investments.

Wealth is ultimately about freedom. That’s why we don't start with spreadsheets; we start with your vision for the future. We gain clarity on the life you want to lead and the impact you want to leave. We help develop a roadmap to inform investment decisions—like how much cash you need on hand and how much risk is worth taking. This approach is designed to align financial strategies with your lifestyle priorities.

Our work often includes:
- Comprehensive wealth planning
- Retirement and legacy planning coordination
- Tax-aware planning in collaboration with clients’ CPAs
- Philanthropic and charitable planning aligned with personal priorities
- Guidance through business transitions and liquidity events

Each engagement is highly personalized, with strategies tailored to the client’s circumstances, priorities, and evolving goals.

Because clarity compounds. Thoughtful decisions deserve thoughtful guidance.

Disclaimer: Wiser Advisor Group is a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Information shared here is for general purposes only and is not intended as investment advice. Services are available only to residents of states where Wiser Advisor Group and its representatives are appropriately registered or exempt.

Wiser Advisor Group

Org chart

Teams

Offices