Broker Check

About Our Firm

E. F. Wise Planning, LLC, is an independent financial advisory firm offering very personalized service and in managing the various areas of modern day personal finances. Through Triad Advisors, LLC, our broker/dealer, we can offer the entire range of investment and securities choices. Through other brokerage arrangements, we can provide solutions for life insurance, long term care planning and insurance, annuities, and various other insurance based services. The important point is that we have access to products and services available to serve our clients from across the spectrum of independently distributed financial services, and can help match our clients' needs to those solutions best meeting them.

Triad Advisors, LLC is a member of the FINRA & SIPC.