Wisely Advised
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Accounting  |  financial planning  |  asset management

Wisely Advised is an integrated Accounting and Investment Advisory firm that goes beyond the numbers to deliver our clients a level of service, care, and advice that can't be matched. We strive to discover what motivates each client to determine what they want to accomplish in their short and long term goals.  Then we work together to achieve those goals.

                 

ACCOUNTING & TAX

When it comes to bookkeeping and taxes, we understand small business. We know how hard it is to run your business while serving your clients at the same time.   Our passion is to give business owners the freedom to grow and manage their business while we take care of the bookkeeping, taxes, and payroll. ​
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INVESTMENTS & RETIREMENT

Wisely Advised is a Registered Investment Advisory firm founded with the purpose of offering financial planning and investment advisory services to individuals, families, and business clients. ​ Our services include financial and retirement planning as well as asset management.
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MARKET VOLATILITY
​PLAYBOOKS
Investment Management
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THE 10-POINT
​RETIREMENT CHECKLIST
Financial Advisor
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SAVE EARLY, SAVE OFTEN
Your guide to preparing for retirement
Retirement Planning
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OUR BEGINNING

Wisely Advised is the creation of lifelong friends Tony Velasquez & Chris Deems. Tony a financial advisor, and Chris an accountant, found that early in their careers they were working with the same clients on different aspects of their financial lives.  They decided it would be beneficial to both the firm and the client to create a collaborative co-branded firm that provides both Accounting & Investment Advisory services under one roof!  ​

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Advisory services offered through Wisely Advised, LLC.  An Indiana Registered Investment Advisor.
​
© COPYRIGHT 2020. ALL RIGHTS RESERVED.
  • Home
  • Accounting
    • Individual Tax
    • Business
    • Payroll
  • Investing
    • For Individuals
    • For Businesses
  • The Team
    • Accounting
    • Investments
  • Contact
    • Get in Touch
    • Schedule a Consultation
  • Client Login
    • TD Ameritrade
    • Blueleaf
  • BeWise
    • Become an Ambassador
    • BeWise Blog