The Wiser Advantage™
The Wiser Financial Group (WFG) is one of southwest Michigan's oldest and largest independent financial services organizations. Since 1960 we have been helping families throughout the country identify a plan to help achieve their financial goals including retirement, wealth management, risk management, and estate planning.
The professionals at WFG represent more than 300 years of experience in financial planning. Our team includes CERTIFIED FINANCIAL PLANNERS® (CFP®) Professionals, Chartered Life Underwriters (CLU), Chartered Financial Consultants (ChFC), Certified Public Accountants (CPA), attorneys and financial advisors. While you will work closely with one advisor, you have the benefit of all our knowledge and experience - a combination that we feel you will not find anywhere else.
We call that The Wiser Advantage™
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.