Insights

Established Market Presence The Wiser Financial Group is a well-established and reputable player in southwest Michigan's financial services sector, with a history dating back to 1960, indicating stability and a loyal client base that can be leveraged for cross-selling or new service offerings.

Expertly Certified Team With a team comprising CFPs, CLUs, ChFCs, CPAs, attorneys, and financial advisors, WFG demonstrates a high level of expertise and credibility, opening opportunities to promote advanced financial products and specialized advisory services to their clientele.

Growth and Recognition Recognition such as the 2019 Michigan’s Best and Brightest in Wellness® highlights their commitment to employee engagement and wellness, which could be attractive for partnerships focused on financial wellness programs and corporate well-being initiatives.

Technology Adoption WFG employs advanced tech tools like Cloudflare, JSON-LD, and HTTP/3, indicating their openness to digital solutions, providing opportunities to introduce fintech integrations, cybersecurity, or client engagement platforms.

Population and Revenue Operating with a revenue range of 25 to 50 million dollars and a small team of 11-50 employees, WFG presents opportunities for scalable service solutions, such as automation, CRM tools, and targeted financial planning technologies to support growth.

The Wiser Financial Group Tech Stack

The Wiser Financial Group uses 8 technology products and services including Cloudflare, Element UI, JSON-LD, and more. Explore The Wiser Financial Group's tech stack below.

  • Cloudflare
    Content Management System
  • Element UI
    Javascript Frameworks
  • JSON-LD
    Javascript Frameworks
  • Awesomplete
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Priority Hints
    Performance
  • Flywheel
    Platform As A Service
  • HTTP/3
    Web & Portal Technology

The Wiser Financial Group's Email Address Formats

The Wiser Financial Group uses at least 1 format(s):
The Wiser Financial Group Email FormatsExamplePercentage
First.Last@thewisergroup.comJohn.Doe@thewisergroup.com
67%
Last@thewisergroup.comDoe@thewisergroup.com
20%
FirstLast@thewisergroup.comJohnDoe@thewisergroup.com
10%
Fir.Last@thewisergroup.comJoh.Doe@thewisergroup.com
3%

Frequently Asked Questions

What is The Wiser Financial Group's phone number?

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You can contact The Wiser Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The Wiser Financial Group's official website and social media links?

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The Wiser Financial Group's official website is thewisergroup.com and has social profiles on LinkedIn.

What is The Wiser Financial Group's SIC code NAICS code?

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The Wiser Financial Group's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does The Wiser Financial Group have currently?

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As of December 2025, The Wiser Financial Group has approximately 19 employees across 1 continents, including North America. Key team members include Managing Partner, Financial Advisor, Cfp®, J.D: W. L.Partner: N. M.Partner, Financial Advisor, Cpa, Cfp®: C. V.. Explore The Wiser Financial Group's employee directory with LeadIQ.

What industry does The Wiser Financial Group belong to?

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The Wiser Financial Group operates in the Financial Services industry.

What technology does The Wiser Financial Group use?

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The Wiser Financial Group's tech stack includes CloudflareElement UIJSON-LDAwesompletejQuery MigratePriority HintsFlywheelHTTP/3.

What is The Wiser Financial Group's email format?

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The Wiser Financial Group's email format typically follows the pattern of First.Last@thewisergroup.com. Find more The Wiser Financial Group email formats with LeadIQ.

When was The Wiser Financial Group founded?

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The Wiser Financial Group was founded in 1960.

The Wiser Financial Group

Financial ServicesMichigan, United States11-50 Employees

The Wiser Financial Group (WFG) is one of southwest Michigan's oldest and largest independent financial services organizations. Since 1960 our team has been helping families throughout the country identify a plan to help achieve their financial goals including retirement, wealth management, risk management, and estate planning. WFG financial professionals represent more than 300 years of experience in financial planning. Our firm includes CERTIFIED FINANCIAL PLANNERS™ (CFP®), Chartered Life Underwriters (CLU), Chartered Financial Consultants (ChFC), Certified Public Accountants (CPA), attorneys and financial advisors. While you will work closely with one advisor, you have the benefit of all our knowledge and experience - a combination that we feel you will not find anywhere else.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.org) / SIPC (www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wiser Financial Group is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms. 

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2582.

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1960
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    The Wiser Financial Group's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    The Wiser Financial Group's revenue is estimated to be in the range of $25M$50M

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