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 WiseWay Advisors, Michael guides families to reach their financial destination by helping them build weatlh the WiseWay. 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, WiseWay Advisors.