How does the advisor help clients – Key Takeaways:
At WISE STEWARDSHIP FINANCIAL PLANNING, LLC, our team of experienced financial professionals act as trusted advisors, helping clients navigate the complexities of their financial lives. By providing personalized strategies and comprehensive services, we empower individuals, families, and businesses to make wise financial decisions that align with their goals and values.
Facts and Insights
As of the end of 2021, WISE STEWARDSHIP FINANCIAL PLANNING, LLC has over $500 million in assets under management and is managed by a team of 10 dedicated advisors. We have been in business for over 15 years, serving a diverse client base from all walks of life. Our firm is committed to upholding the highest ethical standards and maintaining transparency with our clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|——|—————————————|———————|
|2021 | $500 | 10 |
|2020 | $450 | 9 |
|2019 | $400 | 8 |
Financial Services Offered
WISE STEWARDSHIP FINANCIAL PLANNING, LLC offers a wide range of financial services to meet the diverse needs of our clients. Our services include but are not limited to:
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Risk management and insurance
- Education planning
- Business succession planning
Client Types
Our client base is comprised of individuals, families, and small businesses. We work closely with our clients to understand their specific needs and goals, and tailor our services accordingly. Whether you are just starting out in your career or approaching retirement, we have the expertise to guide you towards financial success.
Fees & Compensation
At WISE STEWARDSHIP FINANCIAL PLANNING, LLC, we believe in transparency when it comes to fees and compensation. We offer a fee-only structure, meaning we do not receive commissions for recommending specific products or investments. Our fees are based on a percentage of assets under management, ensuring that our interests are aligned with our clients’ success.
Background
WISE STEWARDSHIP FINANCIAL PLANNING, LLC was founded in 2006 with the goal of providing comprehensive, personalized financial planning and investment management services to our clients. Our team of advisors has a combined experience of over 50 years in the financial industry, and our dedication to ongoing education and training ensures that we are always up-to-date with the latest industry developments and best practices.
Financial Advisor Disclosures to Know
As a registered investment advisor, WISE STEWARDSHIP FINANCIAL PLANNING, LLC must adhere to strict regulatory guidelines and disclosures. We take our fiduciary duty seriously and always act in the best interests of our clients. Our firm operates with full transparency and is available to address any questions or concerns our clients may have.