Moneywise is an independently owned, fee-based financial + investment advisory firm that partners with individuals, families, and business owners. Our team of fiduciary financial advisors has 60+ years of combined experience and work with a comprehensive Wealth + Tax + Estate model. We are passionate about helping investors make strategic decisions leading up to and throughout their retirement years. Tune in to our live radio show + podcast "The Moneywise Guys." Found on all major platforms.
Phone: (661) 847-1000
Cross Streets: Between 19th St and Service St
Closed now
- Sun Closed
1907 K St Bakersfield, CA 93301 ·2206.64 mi
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Reviews
yelpHad a great intake meeting with Dustin Weaver, senior financial advisor. He took the time to get to know us and our financial goals. No pressure just a great beginning to our partnership
MoreRuined one of the treasures in Bakersfield- Moneywise single-handedly destroyed this area of downtown by their sheer neglect and ridiculously slow pace. They have failed to deliver on every...
MoreThe Moneywise Guys and Gals have been our Certified Financial Planners for about 2 decades, and they have helped us to diversify our portfolio and advise us in several areas. In particular, Mr....
MoreI love their educational angle with the show/podcast and listen often. It's hard to find transparent fiduciary advice. Moneywise doesn't push commission products unlike a lot of advisors in town...
MoreMoneywise Wealth Management has a team of positive, helpful, caring, thoughtful, and hard-working individuals. This team works to take care of whatever it is you need, following up to check on...
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