Smart Questions.Wiser Answers.

Established in 1960, The Wiser Financial Group is one of Kalamazoo's oldest and largest, Independent Financial Advising Firms in Southwest Michigan.

We’ve spent decades honing our financial advice and building trust in the community and with families we serve. You have financial questions and we have financial answers that will fit you and your lifestyle.

Meet the Wiser Group

Live Your Best Tomorrow,
Starting Today

From retirement to estate and legacy planning to investments and more, we offer comprehensive financial services tailored to your needs.

How We Help

Building Your
Financial Confidence

Discover the latest insights, stay up to date and informed, locate events, and get to know a little more about what makes the Wiser team distinct.

Wiser Connection

Wiser Financial Community Support

The professionals at Wiser Financial Group are committed to the growth and financial well-being of the region in which we serve. Through our partnerships, associate volunteers and outreach efforts we proudly support many Southwest Michigan organizations.

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The Wiser Financial Blog

Wesley's Rant: Geopolitical Events: Is Russia - Ukraine any different?

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Book of the Month

The Revolutionary: Samuel Adams

by Stacy Schiff

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