Broker Check

Wisdom Financial Management, LLC

502-425-4000
info@wisdomfm.net

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Financial Planning and Solutions Design
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products
  • 401(k) Retirement Plans for your company