Financial confidence
starts here.
At Wisely Advised, we are a Financial Planning and Investment Advisory firm that goes beyond the numbers to deliver our clients a level of service, care, and advice that can’t be matched. We strive to discover what motivates each client to determine what they want to accomplish in their short and long-term goals. Then we work together to achieve those goals.”
Our 4-Step Planning Process
At Wisely Advised, we believe that thoughtful financial planning starts with understanding you. Our four-step process is designed to walk you through every stage of your financial journey — from getting to know your goals to making sure your plan stays on track. With clear guidance and personalized support at each step, we help you build confidence in your financial decisions and work toward the future you envision.
Why Wisely Advised Partners
With Charles Schwab
Charles Schwab is widely regarded as a trusted custodian due to its long-standing reputation for reliability and security in the financial services industry. As a custodian, Schwab is responsible for safeguarding clients’ assets, offering robust protections, and ensuring compliance with regulatory standards. The firm employs advanced security measures to protect customer information and accounts, providing clients with confidence that their investments are secure. Schwab’s commitment to transparency and customer service further enhances its reputation as a dependable partner in managing and safeguarding financial assets.
Our Very Satisfied Clients
Tony is the absolute best and I feel so comfortable with him handling my life’s investments. He explains everything in layman terms so you can understand what he’s doing. He’s always quick to respond whenever you have concerns or questions. His assistant, Maria, is also wonderful to deal with and is a great addition to Wisely Advised. If you or anyone else are looking for an investment advisor, I would highly recommend that you set up a meet and great with Tony!
I am impressed with the service provided by the professionals at Wisely Advised. I have been a client for years. Two of their greatest strengths are a thorough understanding of the financial landscape and a devotion to regular communication with their clients. Their well-informed advice and personal attention make me feel that my financial security is strong and I’ll have the means to enjoy my retirement.
Terrance
My wife and I have been clients of Wisely Advised for many years. Tony is fantastic to work with, and his industry knowledge is very impressive! We know we can come to Tony for any kind of financial question, and he will respond immediately with solid advice that we know we can trust. He’s always staying on top of current industry trends and updates us often. We sincerely appreciate that. We refer our friends and family to Tony and Wisely Advised often!
Ryan & Annie
Let's Chat!
At Wisely Advised we want to make absolutely sure that you have the utmost confidence in our expertise. To establish a sense of comfort and trust, it is important that we have a chance to meet in person to not only discuss your financial goals, but also get to know each other on a personal basis.
Fill out the form with your contact information and we will be in contact with you shortly to set up some time to chat.