Moneywise Financial Advisors

Overview

Moneywise Financial Advisors is a small, independent registered investment adviser operating as a sole proprietorship that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and tilts its investing toward public equities, using exchange-traded equities and ETFs as the primary vehicles for client portfolios. It does not present itself as a multi-state or pension consultant adviser and is not positioned as a capital allocator; instead it relies on third-party managers where it seeks exposure to non-core strategies. Investment activity centers on separately managed accounts and pooled vehicles for diversified equity exposure, with supplemental allocations to mutual funds and selected external alternative managers. The firm reports a clear preference for liquid, exchange-traded vehicles for the bulk of client capital while selectively employing external hedge fund and real estate managers to add diversification and return-seeking characteristics outside traditional long-only equities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices