Facing Your Financial Future Together

We'll help you reach your financial goals so you can take care of the rest.

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Services
How We Can Help You

We offer a wide variety of services all geared to help you with your financial goals.

Families

Create generational wealth with the help of Financial Planning

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Business Owners & Corporations

Maximizing your business’s financial potential

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Non-Profits

Empowering your nonprofit mission with smart financial solutions

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A Holistic Dynamic Client-Centric Approach

Financial health is a complex puzzle with many pieces and competing priorities.  Each piece of the puzzle has its own toolset and strategy.  As more and more puzzle pieces are laid together, the interactions between the pieces creates a wholly unique picture and plan.

Market Resource Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Weekly Market Commentary

Weekly Market Commentary

LPL’s market view published every Monday

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LPL Research

LPL Research

Running blog from LPL Research

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Learning Center

Learning Center

Articles, videos, calculators and topic papers

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Tidbits

Tidbits

Stay up-to-date on the latest firm news.

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A FULL MENU OF SERVICES
YOUR TRUSTED FINANCIAL ADVISORS

Marla Smith

Wiser Advisor Group provides in-depth financial planning and wealth management services. We create detailed financial plans to address each client's needs including retirement and estate planning.

Don Anderson

We provide businesses with powerful financial tools. Our advisors specialize in creating and managing corporate benefit plans, cash management options, mergers and acquisitions advising, business exit strategies, and tax reduction strategies on business sales.

John Smith

For nonprofits, our advisors provide investment management services for investment reserves, foundations, and charitable donations.  We provide cash management services and manage retirement plans and executive compensation packages.  Our advisors have vast experience in creating and executing planned giving strategies.

Wiser Advisor Group provides individuals, families, and organizations with customized financial advice and services. Our advisors come with expertise, integrity, and a sense of care your financial future deserves. We invite you to partner with us today. To get started, complete our online contact form below or call us at 480-500-9055.

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