Where is WISER FINANCIAL COACHING, LLC based?

WISER FINANCIAL COACHING, LLC is based in Durham, United States (US).

How big is WISER FINANCIAL COACHING, LLC?

WISER FINANCIAL COACHING, LLC has 2-10 employees.

WISER FINANCIAL COACHING, LLC

Q: Is WISER FINANCIAL COACHING, LLC verified on Enterprise League?

Yes — WISER FINANCIAL COACHING, LLC's profile is verified on Enterprise League.

Durham, United States (US) · Finance and Banking

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WISER FINANCIAL COACHING, LLC is a Finance and Banking company based in Durham, United States (US), with 2-10 employees. WISER FINANCIAL COACHING, LLC's profile is verified on Enterprise League.

Overview

Wiser Financial Coaching, LLC is a Durham, North Carolina-based financial services advisor dedicated to helping individuals and families build lasting wealth and achieve their financial goals. We provide comprehensive solutions through a spectrum of financial services, including investments, retirement planning, tax preparation, and college savings.

At Wiser Financial Coaching, we believe that a truly client-centered approach is essential. Our team of experienced wealth management consultants in Durham, NC, prioritize understanding your unique circumstances, risk tolerance, and aspirations. We work collaboratively to develop personalized strategies that align with your long-term objectives.

Unlike traditional brokerage firms, Wiser Financial Coaching operates with a fiduciary duty – putting your interests first. We focus on providing unbiased advice and transparent solutions, empowering you to make informed decisions with confidence. We implement the science behind investing, so you can enjoy life's pleasures with progress and confidence.

Our team, led by Marc Becker, brings decades of experience and a commitment to ethical financial guidance. We are dedicated to helping you navigate the complexities of the financial landscape and achieve your dreams.

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Contact Details

becker@wiserfinancial.com

Durham, United States (US)

Employees

2-10

Awards

• 2026 OpenSee all

Services

Retirement Planning

Investment Banking Services

We educate you on planning for the future and get you excited for what’s to come, helping you prepare for a comfortable and fulfilling retirement.

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Investment Management

Investment Banking Services

We offer a disciplined investment approach guided by comprehensive academic research, helping you work towards long-term wealth and pursue your financial goals.

N/A

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