Wise Planning, Inc.

Deborah Wise is a CFP® with 27 years of industry experience and is a principal at Wise Planning, Inc. She has been with the firm since 1997, contributing to its development over more than two decades. The firm serves individuals and families, including high net worth clients, as well as corporate pension and profit-sharing plans, trusts, and estates. Wise Planning offers comprehensive financial planning and portfolio management primarily on a non-discretionary basis, focusing on low-cost, broad-market index funds and ETFs.

Kevin O'Brien Jr. is a CFP® professional with 11 years of industry experience, currently serving at Wise Planning, Inc. since 2020. Prior to this, he worked for seven years at Ernst and Young LLP. Wise Planning, Inc. provides financial advice to individuals, families, and corporate clients, emphasizing comprehensive personal financial planning and tailored portfolio management. The firm operates primarily on a non-discretionary basis and uses a fee schedule based on assets and complexity, with an emphasis on low-cost index funds and client education through seminars and workshops.

Albert Barsanti Jr. is a CFP® professional with eight years of experience in the financial industry. He is currently with Wise Planning, Inc., where he has worked since 2022. His prior roles include positions at Mercer Global Advisors Inc., Tapfin/EY, and Leeb Capital Management. Wise Planning, Inc. serves individuals, families, corporate pension and profit-sharing plans, trusts, and estates by providing comprehensive financial planning and portfolio management. The firm primarily operates on a non-discretionary basis, focusing on low-cost, broad-market index funds and ETFs, and employs a flat, asset-and-complexity–based fee schedule rather than percentage-of-AUM billing.

Andrew Holte is a financial advisor at Wise Planning, Inc. in Seattle, WA, with 4 years of industry experience. He holds a Series 65 designation and previously worked at Plexus Scientific Corporation for 14 years before joining Wise Planning in 2021. Wise Planning, Inc. serves individuals, families—including high net worth clients—and corporate pension and profit-sharing plans, trusts, and estates. The firm emphasizes comprehensive personal financial planning and portfolio management, primarily on a non-discretionary basis, with investment strategies focused on low-cost, broad-market index funds and ETFs.

Brooke Crawford is a CFP® with three years of industry experience currently advising at Wise Planning, Inc. Before joining Wise Planning in 2023, she worked at The Vanguard Group and held various roles in finance and business across several companies. Wise Planning, Inc. serves individuals and families, including high net worth clients, as well as corporate pension and profit-sharing plans, trusts, and estates. The firm provides comprehensive personal financial planning and portfolio management primarily on a non-discretionary basis, focusing on low-cost, broad-market index mutual funds and ETFs.