TimeWise Financial has received community recognition as one of the "best" financial planning firms in the Atlanta metro and Denver metro areas. We are pleased to have been awarded the Townelaker Reader’s Choice Award for the “Best Financial Advisor” in Woodstock for two years!* And, Atlanta's Best in 2024!* Our firm was also voted runner-up in the Best of Mile High in 2025!*

We have offered financial planning services for over 20 years and remain committed to the ongoing education of our team of CERTIFIED FINANCIAL PLANNERS® to stay current in the market and help provide your family with purposeful financial advice.

*Source: Townelaker, Voted Best Financial Advisor in Woodstock in May of 2019 and 2020. This award is based upon public voting through Townelaker and Atlanta's Best. As such, the award is not representative of the Financial Advisor's future performance. Neither TimeWise Financial nor Cetera paid a fee to Townelaker, Atlanta's Best or Best of Mile High in exchange for the rating. 

Our relationships with our clients, their families, friends, and communities are our greatest asset. We build deep client connections, learning what is meaningful to them to tailor our advice and host more valuable events, both online and in-person. This approach allows us to become part of our clients' journeys and build a sense of trust and partnership that extends beyond the money. We’re here to help clients use their wealth to live life with purpose.

We believe in the power of purpose-driven business. That is why giving back is deeply ingrained in our DNA. As a female-founded organization, we are particularly committed to empowering women, helping children, and supporting the local communities surrounding our offices. Both our team and clients (at will) contribute financial donations, volunteer hours and essential goods to support numerous organizations across the United States.