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What We Do

WisePath Advisors is a fee-only financial planner in Burlington, NC serving Alamance County, the Piedmont Triad region, and clients throughout North Carolina. WisePath Advisors specializes in financial planning, retirement planning, and investment management.

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.

WisePath Advisors provides more than just the mechanics of financial planning. As part of our financial planning partnership, we’ll work with you to understand your complete patterns of wealth behaviors and create a personalized plan that will help you improve how you build and maintain wealth over time. We work with DataPoints, a behavioral finance research and technology firm, to get a comprehensive picture of your wealth-related behaviors, attitudes, and values, all based on 40+ years of data and research that led to The Millionaire Next Door and The Millionaire Mind.

 

The WisePath Difference

Not all financial advisors are created equal.

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FIDUCIARY

As an independent Registered Investment Adviser, we are legally required to only work in your best interest.

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Fee-only

No commissions, sales charges, referral fees or kickbacks. The only compensation we receive comes from our clients directly. Period.

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financial science

We partner with leading financal research and technology firms to guide our investment and planning decisions.

We donate a percentage of your fees to charitable organizations

We are currently supporting Mourning Arrows

 

Mourning Arrows

Mourning Arrows was created to provide a place where recently bereaved parents will be able to access a safe, confidential, and supportive community where they can ask questions, vent, share stories, and encourage one another. This includes:

  • Bereavement Baskets: containing books, gift cards for home cleaning, comfort items, and information about other resources available to them when they’re ready

  • Private Facebook Group: a community to post ask questions, vent, share quotes, events, share stories and photos, and encourage one another

  • Home Visit: 1:1 connection w/ someone who understands, comfort, resources, glimmer of hope

  • Local Support Groups: Focus on healing, curriculum based, local meetings

  • Parent Retreats: Gatherings focused on shifting from healing to happiness

  • Parent Partnerships: Focus on continued healing and happiness through helping others using time, treasures, talents