the WiseWay™

Do These Questions Sound Familiar?

Will I have enough money to live comfortably when I retire?

Is there something that I’m not thinking of in retirement?

What happens if something goes wrong?

When should I begin Social Security?

Who can help me understand Medicare?

Who can I trust to guide me through important retirement decisions?

The WiseWay™ Difference

Not all financial advisors are created equal.


As an independent Registered Investment Adviser, we are legally required to only work in your best interest.

Fee Only

No commissions, sales charges, referral fees or kickbacks. The only compensation we receive comes from our clients. Period.

Tax Focused

We focus on taxes because every tax dollar saved is another dollar you can put towards your goals.

As Seen in

Let’s Explore Working Together

Many people are worried about making a big mistake in retirement because of conflicting information that isn’t always in their best interest. At WiseWay Advisors, we guide you through a simple, research-driven process that is focused on you, not just your money, so you can retire fearlessly.

Three simple steps to get started:

Explore the Journey

We learn more about each other and what it would be like to work together

Test Some Gear

We work together on an analysis so you can see firsthand what we do

Pick a Route

Are we a good fit as a guide on your journey? You can pick a route that works best for you

What We Do

At WiseWay Advisors we know that you want to be able to enjoy a comfortable retirement. In order to to that, you need guidance making decisions that are the best for you. The problem is a lot of information on retirement is confusing which makes you feel overwhelmed and even worried. We believe you deserve financial advice in your best interest. We understand it can even be confusing on who to trust which is why we work together with you before you ever pay us a dollar.

To get started, schedule a conversation with us so we can learn more about each other. So you can stop worrying about your financial future and instead enjoy the retirement you deserve.

WiseWay Advisors is a fee-only financial planner in Charlotte and Huntersville, NC serving Lake Norman, the Charlotte region, and clients throughout North Carolina and beyond. WiseWay Advisors specializes in financial planning, retirement planning, and investment management.

Your Money – the wiseway

Stop being overwhelmed by conflicting information about your money. Instead receive timely wisdom and inspiration so you can focus on what is most important.


Of our net profits is donated to a local or global charity.

We are making an impact – together!