Welcome To Wisdom Financial Services, L.L.C.
A Registered Investment Adviser offering independent investment advice.
Wisdom Financial is a Registered Investment Adviser offering independent investment advice. We provide ongoing investor education that is designed to offer each client a basic foundation of investment principles and achieve peace of mind.
The mission of Wisdom Financial is clear.
Wisdom Financial provides clients coaching to achieve their financial goals. “The job of a coach is not to give people what they want, but to educate them about what is possible so they can make the best decision.”
In assisting clients toward their goals we are committed to the following convictions: An educated investor is a better investor. Wisdom Financial will work diligently to educate investors in the area of free market investing. Wisdom Financial will provide regular educational workshops that are designed to increase your knowledge and keep you informed about financial markets. Free Markets are efficient. Therefore, Free Market Portfolio Theory will be the basis for the management of client investment portfolios…Read More Information