Our Commitment To Our Clients

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Client Centered

Our business is built on a foundation of in depth personal relationships with our clients.

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open communication have been the cornerstone of our foundation of success.

Mind Share

Mind Share

In the financial advisory business, most companies push for advisors to manage more and more relationships.  It is not unusual for teams to manage thousands of customers.  At Wiser Advisor Group, we are designed differently.  We will not have more than 100 clients per advisor.  We pride ourselves on creating close and personal relationships.  We want our clients to have a portion of our minds uniquely and continually devoted to their success.

Full Transparency

Full Transparency

At Wiser Advisor Group, we are fully committed to complete transparency between our advisors and our clients. Therefore, we have only one fee structure. We publish it, we talk about it, and we adhere to it.  Our family pays the same rate as yours.  If we make a mistake, we will own it.  If we don’t know, we will admit it.  We value the trust you place in us.  We will do all that we can to continually earn it.

Fiduciary Forever

  • In all conversations, we are a fiduciary.  That means, we place our Client’s Interest first. 
  • We maintain independence of thought and action.  We choose the best products to fit the situation.
  • We do not physically hold, possess any Client assets.
  • We founded our business on the ethics and standard policies of the Certified Financial Planner(R) organization.

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