Independent RIA
Not captive to a parent company or a product shelf. The advice is not shaped by what someone upstream needs sold this quarter.
For Business Owners
FindanAdvisorWhoThinksPastthePortfolio
A WISE™ Guide is an independent, fiduciary, planning-first advisor trained to lead business owners through the decisions underneath the money. Tell us what is going on and we will introduce you to one.
Tell us what you are looking for and we will find the Guide whose experience actually fits it.
The Standard
Four Things Every Guide Has to Be
Admission to the WISE Guide program is by application and reviewed by hand. These are not preferences. They are the criteria someone has to clear before they are let in.
Fiduciary
Legally obliged to act in your interest. Not a suitability standard, not a best-efforts promise in a brochure.
Planning-First
The plan comes before the product. If the conversation starts with a portfolio, the order is already wrong.
WISE-Trained
Completed the 3-day bootcamp and a year of reinforcement, so the framework is installed in their practice rather than admired from a distance.
How the Introduction Works
3 Steps, and a Real Person
Tell Us Where You Are
Your situation, roughly where you are located, and what is on your mind. A paragraph is plenty.
A Person Reads It
Not a form-matching algorithm. Someone on the WISE team works out which Guide actually fits: location, situation, and whether they have room.
We Make the Introduction
An email introducing you both. From there it is your conversation, and WISE stays out of it.
Worth Saying Plainly
The Point Is the Match
Tell us where you are and what you are trying to decide, and we will look for the Guide whose experience genuinely fits it: the stage you are at, the industry you are in, and the question actually keeping you up. Every Guide runs their own independent firm and is responsible for their own advice.
Before You Ask
Fair Questions
Admission is by application and every one is reviewed by hand. A Guide must be an independent RIA, able to charge consulting fees, a fiduciary, and planning-first rather than product-first. The training is where the rest of the standard gets set.See the WISE Guide program
Someone on the WISE team reads your note, works out which Guide is the better fit for your situation and location, and makes the introduction by email. There is no automated matching and no list being sold. It is a person reading it.
An independent, fiduciary, planning-first advisor who has completed the WISE Guide program and uses the framework with business-owner clients. Think of it the way EOS Implementers work: trained to install a system, not to sell a product.
Introductions
Get Introduced to a WISE Guide
Tell us roughly where you are and what is on your mind. Someone reads it and makes the introduction by hand.
