Michael Mustian (CFP®, CKA®)

Michael Mustian focuses in the
following client markets or areas of practice:

  • Business Owners
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

We help you align your vision and values with the steps needed to retire fearlessly.

With many advisors the conversation begins and ends with your money. But we believe that money is a tool for life. And you aren't really that interested in many of the things that advisors talk about. What is important to you are your vision, your values, and your future. That's where we come in.

Additional Information

As a fee-only financial planner and the founder of WisePath Advisors, Michael guides families to do whatever it takes to reach their financial destination by helping them follow the WisePath Way. He loves taking new adventures, which could be either an hour away or an ocean away, with his wife Shea.

With over 20 years experience as a pastor, most recently as an executive pastor, Michael has taught thousands of people in financial workshops. As he was sending families to implement the advice he taught, he unfortunately realized that many "financial advisors" sold products that were not appropriate. This propelled Michael to enter the financial services industry and start his own firm, WisePath Advisors.

NAPFA Start Date

September 17, 2018

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This Office

8712 Lindholm Dr Suite 300 Huntersville, NC 28078-1872 Phone: (704) 464 -4745