Founded in 2011, Planwise Financial Partners, LLC provides thoughtful guidance to individuals and families navigating complex financial decisions across every stage of life—from building and managing wealth to planning for retirement and long-term legacy.

As an independent advisory firm, our guidance is shaped by experience, sound judgment, and access to a coordinated network of institutional resources and strategic partners. This independence allows us to deliver objective advice and design strategies aligned solely with your interests—free from proprietary products or sales-driven incentives.

Our work is centered on coordinated wealth management, integrating financial planning, investment strategy, tax considerations, risk management, and legacy planning into one disciplined, cohesive approach aligned with your goals, priorities, and values.

Your Primary Advisor—Backed by a Coordinated Team.  While your relationship is led personally by your primary advisor, your financial decisions are supported by a coordinated team of specialists across advanced planning, investments, tax strategy, and risk management. This structure provides the depth, perspective, and continuity high-net-worth families expect—while preserving the clarity and accountability of a single point of leadership.

Cetera Advisors is one of the premier broker-dealers in the industry. They’re responsible for executing trades on your behalf. Like all broker-dealers, they must undergo regular auditing, and are required to meet specific net capital requirements to ensure they can meet obligations to investors like you.

Cetera Advisors is part of Cetera Financial Group, an industry-leading network of independently managed broker-dealers. Cetera’s broker-dealers deliver award-winning advisory products and solutions, and sophisticated trading and technology platforms to us and other financial professionals across all 50 states. You can be confident that their tools, technology, and support help make us more effective in serving you.

While a broker-dealer helps supervise and facilitate the trading that converts your money into invested assets, those assets are held by a custodian. Cetera Advisors works with Pershing LLC to custody investor assets in brokerage accounts and advisory accounts. Pershing is a subsidiary of the Bank of New York Mellon Corporation, which is the nation’s oldest continuously operating bank and one of the world’s leading providers of securities services. BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally.