​The mission at Wisely Advised is to help individuals, families, and businesses develop a financial plan for their future. Our success is based solely on the amount of lives we affect in a positive way. Our promise is to treat others with the respect and dignity they deserve and at all times be truthful, honest, and committed to your goals.  We are registered investment advisors.  Our goal is to provide the best financial advice, retirement planning, wealth management and tax preparation with a fiduciary responsibility to no one but you. 

ACCOUNTING & TAXES

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 advice to both individuals and families, as well as business clients. ​ Our services include financial management and advice, retirement planning, and more.  

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Call Us Today! (708) 572-3000

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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