Wise Wealth Careers

Give • Serve • Live

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.

Why Wise Wealth?

  • The ability to be part of a growing, faith-based firm that aligns with your values
  • An open minded executive team, ready to hear and implement new ideas
  • A low-stress atmosphere
  • Knowledge sharing among advisors and team members – not a competitive or cut throat environment
  • An executive team that wants to see you succeed and will do what it takes to help you grow and excel in your career
  • A focus on equipping and educating – for clients as well as team members
  • A family atmosphere with a team approach
  • Just as we believe in the Golden Rule for our client relationships, we also follow that same rule in our relationships with our colleagues

Our Mission

To guide investors on the path to financial significance where they are free to give, serve, and enjoy life like never before.

Our Vision

To be the most trusted source of simple, effective retirement plans for individuals and business owners all over the U.S.

Our Values

  • Honor God
    Ephesians 6:5-9
  • Do Good
    Galatians 6:10
  • Be Excellent
    1 Corinthians 9:25, 10:31
  • Stay Humble
    Colossians 3:23, Romans 12:10
  • Enjoy Life
    1 Corinthians 6:17-19, Ecclesiastes 8:15

Current Openings

Financial Advisor

Simplify Your Retirement

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We would love to talk with you about our process and passion and better understand how you might fit within our team. Please contact us at: (816) 246-9473 or info@wisewealth.com.