The Wiser Financial Group is one of Southwest Michigan's oldest and largest financial planning firms. Since 1960, families throughout the country have trusted our experienced professionals with their retirement planning, estate planning, wealth management, risk management, and education planning.
Podcast: Wisely Speaking - Interest Rates
Book of the Month: One Summer: America, 1927
Whitepaper: 9 Investment Pitfalls
Daniel R. Gehl is a Financial Advisor and Financial Consultant.
Denise L. Garten is a Financial Advisor who helps clients reach their financial goals.
Richard D. Geib is a Financial Advisor whose priority is exceeding clients' planning goals.
Robert F. Campbell is a Certified Public Accountant and a Certified Financial Planner.
For more than 45 years, Ronald B. Wiser has been a leader in the financial advising field.
Wesley G. Lentz is a partner with WFG who focuses on client satisfaction.
Clinton K. VanLinder is a partner and a financial planner at The Wiser Financial Group.
Robert S. Amberg, Jr. is a partner with WFG who believes in financial independence.
Michael J. Budas is a partner and Certified Public Accountant with The Wiser Financial Group.
Meet Pat Wilson
Pat Wilson O'Leary is a client of Rob Campbell, and a successful author