Michael Mustian, CKA®, AAMS®
Founder and financial planner
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.
Our Fiduciary Oath
We believe in placing your best interests first.
Therefore, we are proud to commit to the following five fiduciary principles:
We will always put our client’s best interests first.
We will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional.
We will not mislead you, and we will provide conspicuous, full and fair disclosure of all important facts.
We will avoid conflicts of interest.
We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.
Dimensional’s investment approach is grounded on economic theory and back by decades of empirical research. Research has shown that securities offering higher expected returns share certain characteristics, which Dimensional has called dimensions.
First Ascent Asset Management has assembled a highly skilled and experienced team of professionals whose sole focus is supporting financial advisors and managing portfolios tailored to their clients’ needs.