Investing
Wisely Advised is a Registered Investment Advisory firm founded with the purpose of offering financial planning and investment advisory services to individuals, families, and businesses.
What We Believe
We believe that every client’s financial situation and goals are unique and that is why we don’t offer a “one size fits all” approach to planning for your retirement. We take the time to get to know you personally so that we have an understanding of what is most important to you. When you work with Wisely Advised you get a tailor made approach to planning for your retirement.
How Wisely Advised is Different
Wisely Advised is a Registered Investment Advisory firm. This means that we act in a fiduciary capacity on behalf of our clients. At all times we must put our client’s interest at the forefront of what we do. The other main difference from traditional brokers is that we do not earn any commissions for the sale of investment securities. Instead we charge an annual fee for managing our client’s assets. This removes any conflicts of interest when it comes to advising our clients on which investments will work best for them. Our goal is to offer ongoing Financial Planning and Investment Advice, not to sell high commissioned products to our clients. We pride ourselves on being able to offer objective unbiased advice.
