Broker Check

A Wiser Financial Focus

"WizdomFinancial Advisors LLC partners with industry leaders who support our vision of providing a highly responsive level of service, organic advice and fresh smart ideas."

About WizdomFinancial Advisors LLC

In choosing to do business with WizdomFinancial Advisors LLC, you are working with a firm that is driven by successful management and a culture of practicality and simplicity, paired with with the most important quality of a trusted advisor: focusing on the quality of the client relationship, not the quantity.

The Investment Center, Inc. & IC Advisory Services, Inc.

Provides back-office support and service regarding the technical and regulatory requirements of handling client accounts. The Investment Center, Inc. is the Broker-Dealer and IC Advisory Services, Inc. is the Registered Investment Advisor. The Investment Center, Inc. is a member of both the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). For more information about The Investment Center, Inc. and IC Advisory Services, Inc., please visit

Pershing LLC, A Subsidiary of The Bank of New York Mellon Corporation

General securities transactions are executed and cleared through Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation. Pershing is a member of FINRA, SIPC and NYSE. Since 1939 Pershing has been providing brokerage execution, clearance, data processing and financial products to broker-dealers worldwide – representing approximately 5 million active investors. Please refer to Pershing's Statement of Financial Condition for additional information (available at