Helping you plan a bright future!
Since 1997, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to he
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Kevin began his Financial and Insurance career in 1987 as a life planner with Prudential. After he left Prudential, worked with various financial and investment firms include Morgan Stanly.
Kevin has been awarded the Certified Financial Planner™ designation by the CFP Board of Standards since January, 2002 He’s been at Wiseman Financial Advisors since 2021.
Andy began his career in June, 2001 as a lawyer with his own legal practice. He’s been at Wiseman Financial since 2021. He rock climbs in his spare time.
Sign up to hear from us.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment