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Making Wealth a Family Matter


Invest with evidence

We implement the science behind investing.

So can enjoy life's pleasures. 

Progress with confidence

We help you through all of the ups and downs life has is store

Our primary goal at Wiser we want you to know:

• What you are doing

• Why you are doing it

• How much it costs

• What to expect

Once you know these things you will be among

the most sophisticated investors in the country.

Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

Welcome to Wiser Financial Coaching, LLC

We believe a financial services customer should expect an advisor to hold his or her interests above all else. We also believe when it comes to fulfilling that expectation, the traditional brokerage/advisor model is broken.  Wiser advisor's duty is to the client, not to a big investment house or product manufacturer.

Wiser Financial Coaching offers comprehensive solutions through a spectrum of financial services. Through growing and protecting your wealth, planning for your family’s goals, preparing for and enjoying retirement, Wiser is dedicated to putting the interests of you and your family first.

Meet Our Advisors
<strong>Investment Strategy</strong>

Investment Strategy

Put your money to work through a disciplined investment strategy that doesn’t include any hidden commissions.

Financial Coaching

Financial Coaching

Hear the pros AND cons of how things work, not a sales pitch on why you should buy them.


Retirement Planning

Hear the pros AND cons of how things work, not a sales pitch on why you should buy them.

Marc Becker

Marc Becker

Chief Executive Officer & IAR

919-477-3355

Tammie Shotwell

Operations Manager

919-477-3355

Kirsten Ingebretsen

Marketing Director

919-477-3355

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Our Services

As a full-service financial management firm, Wiser Financial Coaching can assist you in a variety of ways.

Investments

Managing your wealth requires patience and knowledge. With our investment approach guided by comprehensive academic research, we’ll help you work towards long-term wealth and pursue your financial goals.

Retirement

Wiser will educate you on planning for the future and get you excited for what’s to come.

Tax

We at Wiser are not CPAs, but we keep an eye on the big picture to make tax season less daunting.

Retirement

Wiser will educate you on planning for the future and get you excited for what’s to come.

College

Rising education costs require a forward-thinking plan. Wiser can help you prepare for one of life’s biggest investments.

Consultation

We’d love to hear from you. Give us a call and we’ll get started.