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About Us

Our History

Wise Wealth Management is an outgrowth of The Wise Insurance Agency which was founded in 1993.  Wise Insurance has served Indiana for nearly 30 years helping clients protect their largest and most important assets.  Insurance, while incredibly important, is only a piece of a complete financial picture.  Jordan realized he could provide an even greater service to clients by lending guidance encompassing all aspects of financial life.  Thus, Wise Wealth Management was formed with the same values and ethos that have driven Wise Insurance for nearly 3 decades.

Our Purpose

At Wise Wealth Management we strive to empower our clients through honest and transparent advice ensuring they make the most informed decisions possible about their financial future. Giving our clients the ability to meet their goals and achieve their dreams is what keeps us coming to work with passion every single day!

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