The Wiser Team

Discover the Wiser Advantage™

The professionals at WFG have decades of experience in financial planning. Our team includes Certified Financial Planners® (CFP®), Chartered Life Underwriters (CLU), Chartered Financial Consultants (ChFC), Certified Public Accountants (CPA), attorneys, and financial advisors. While you’ll work closely with one advisor, you have the benefit of all our knowledge and experience—a combination you won’t find anywhere else.

WFG offers our clients the opportunity to work with us on a fee-basis. We believe this links our compensation directly to the performance of an individual's portfolio. We believe this helps to eliminate any potential conflict of interest when it comes to our recommendations for your financial success.

Our Process

We believe in a Wiser approach to goals-based investing, which is why we created this customized, six-step process.

Step 1: The Breakthrough Conversation™

We want to know your life story. You talk. We listen. Share your past successes, obstacles, and the future you envision. This is the first step in developing a road map to help you achieve your lifetime goals.

Step 2: The Strategic Analysis™

From The Breakthrough Conversation™, we will help you build new opportunities, eliminate any roadblocks, and maximize your strengths as we move forward.

Step 3: The Solution for Success™

Our team of investment professionals will provide the experience and creative direction in a written plan to serve as your guide to financial freedom.

Step 4: The Vested Decision™

With our process and your commitment, confidence, ownership, and discipline, it is our goal to help you achieve the ultimate reward: your financial independence.

Step 5: The Critical Review Process™

Through regular communication, we will periodically monitor and review your process to continually make the adjustments needed to keep your financial plan on track.

Step 6: The Continuous Learning Loop™

Our process is ongoing. Through our experience, clients become empowered by continued knowledge and guidance. As a preferred client, you will be invited to informative educational forums throughout the year and our annual client celebration, which is one of the premier events in Southwest Michigan.

The Core Investing Process

At Wiser Financial Group, we build investment portfolios across different asset classes for each client. As independent advisors, we have access to thousands of products, fixed income securities, preferred and common stocks, and alternative investments. We believe asset allocation*, combined with your appetite for risk, is the key to financial success. We recommend no proprietary products or investments and have maintained that independent status for over 40 years.

*Asset allocation does not protect against loss of principal.

Affiliations and Awards

The Wiser Financial Group was recently recognized as one of West Michigan’s 2018 Best and Brightest Companies To Work For®. In addition, we won a 2018 Elite Award from Best & Brightest for Employee Enrichment, Engagement, and Retention.

The Wiser Financial Group is also a Better Business Bureau Company, with an A+ rating, a Buy Local Member, and is on the Council of 100 for Southwest Michigan First.

© The Wiser Financial Group
6100 Stadium Drive, Kalamazoo MI 49009
269.372.1430 | 800.292.1472
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Nether Kestra IS and Kestra AS are affiliated with The Wiser Financial Group nor any other entity referenced herein. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms.

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