575 West Chandler Boulevard
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have sought to develop a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
We believe that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most comprehensive methods.
LPL Registered Principal & Investment Advisor Representative
Keith Dorson brings 25 years of experience to his firm, Wise World Investment Planning. He has experience with stocks, bonds (Corporate, Federal & State, and Municipal), mutual funds, CDs, REITs, and a wide range of investment ideas,...
Wealth Management Advisor
Stephanie Follin joined Wise World Investment Planning as a Wealth Management Advisor in August of 2020, bringing with her over 5 years of experience as a wealth management professional for a diverse array of clients. Stephanie...
Client Account Coordinator
Operations & Client Relationship Manager
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.