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If you are looking for independent, objective financial planning and advice -- without account minimums or conflicts of interest -- you have come to the right place. As you will see from visiting our site, we are a different type of financial services firm. We think you will find our philosophies and vision to be both refreshing and compelling.
WiseWealth Inc. is a Fee-Only financial planning and investment advisory firm. The firm is a Registered Investment Advisory firm in the State of Arizona.
WiseWealth Inc. is a member of the National Association of Personal Financial Advisors. NAPFA is the nation’s leading organization of Fee-Only comprehensive financial planning professionals.
WiseWealth, Inc. is a member of the Garrett Planning Network. The Garrett Planning Network Inc. is an international network of independent financial advisors and planners offering hourly as-needed financial planning and advice to anyone regardless of income.
We specialize in the unique needs of everyday people. For consumers, that means affordable access to objective and expert advice when it’s needed:
- No net worth or account minimums required.
- No conflicts of interest regarding advisor compensation.
- No commissions.
- No sales pressure.
- No third-party sales incentives.
- No long-term contracts or asset management required.
Use the navigation bar on the left hand side of this page or these links to guide you to more information; About the Firm, About the Founder, About Our Services (this is where you will find information on our fees), a page to Contact Us and the standard Disclosure page.
Thank you for taking the time to learn more about my firm,
Brendan McNamar, CFP®
Join our mailing list! Send your name, address and E-Mail address to us at info@wisewealthinc.com with "Put Me on your Mailing List" in the subject line. We'll send you periodic updates and special announcements via E-Mail and US Postal Service.
Learn more About The Firm.
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