Wise Wealth, LLC is an independent, full service, faith-based, financial planning and SEC-registered investment advisor firm. We are objective in that we offer both investment and insurance products and act as a fiduciary for our clients at all times. We believe in the Golden Rule – “Treat others the way you want to be treated.” The tagline of our firm clearly defines our priorities – “First Wisdom, Then Wealth,” which is based on a timeless principle found in the book of Proverbs. This priority forms the basis for everything that we do – our Process, our Principles, and our Plans.
To guide investors on the path to financial significance where they are free to give, serve, and enjoy life like never before.
To be the most trusted source of simple, effective retirement plans for individuals and business owners all over the U.S.