Your Financial Planning Team

At Wise Counsel, you don’t just work with one person but with an entire team, devoted to serving you and exceeding your expectations. You’ll soon realize that we treat you like family. When you call in you’ll hear a familiar voice who will quickly direct you to the team member who can help you. A core value at our firm is simplicity and one way we adhere to that value is by always trying to make life as simple as possible for our clients. If we can do it for you, we will. If we can’t we’ll do whatever we can to make it as easy as possible for you.

In addition to our local Georgetown, Texas team you also gain access to our extended Omaha, Nebraska team through our partnership with Carson Institutional Alliance. The goal of all team members is to serve you with trust, transparency and accountability.

Meet our Georgetown Team Meet our Omaha Team