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. ​

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.
MARKET VOLATILITY
​PLAYBOOKS
THE 10-POINT
​RETIREMENT CHECKLIST
SAVE EARLY, SAVE OFTEN
Your guide to preparing for retirement

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!  ​

LEARN MORE ABOUT TONY AND CHRIS