We are a fee-only, independent firm committed to helping our clients achieve their financial goals through a personalized approach.
We take the guesswork out of identifying, planning for, and reaching your goals. Schedule a free call with us to get a feel of how we can work together.
If you decide to continue, our process starts with understanding your situation. This second, longer call is designed for us to find your purpose, by digging deeper with what was discussed in the first meeting. Depending on complexity, we will meet several times over the next few weeks as we continue to understand your unique situation.
After we have reviewed your details including income, investments, insurance, and taxes, we will make our recomendations to you. Once you are satisfied, we can help put our plan in action. Once the plan is place, we will continue to update and adjust as necessary. We will meet periodically throughout the year to check in, but you are always free to contact us if you have concerns anytime.
General Information |
| Firm Start Year: | 2018 | |
| No. of Employees: | 2-4 | |
| Name of Broker/Dealer: | Altruist |
| Name of Custodial Firm: | Altruist |
| Number of Years with Current Firm: | 8 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
Education |
| MS - Mathematics | Southern Illinois University - Carbondale, IL 2008-2009 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| The firm is a registered investment adviser with the state of Pennsylvania, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. |
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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