The Wiser Financial Group

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The Wiser Financial Group Established in 1960, The Wiser Financial Group is Southwest Michigan's oldest and largest financial. The above links are provided for your information only.

Offering
virtual financial planning to ensure a WiserStart at any
stage of life. The Wiser Financial Group (WFG) is one of southwest Michigan's oldest and largest independent financial services organizations. Since 1960 our professional have been helping families throughout the country identify a plan to help achieve their financial goals including retirement, wealth management, risk management, and estate planning. WFG financial professionals represent more than 300 years of experience in financial planning. Our firm includes CERTIFIED FINANCIAL PLANNERS™ (CFP®), Chartered Life Underwriters (CLU), Chartered Financial Consultants (ChFC), Certified Public Accountants (CPA), attorneys and financial advisors. While you will work closely with one advisor, you have the benefit of all our knowledge and experience - a combination that we feel you will not find anywhere else. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. The Wiser Financial Group is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms. Investor Disclosures https://bit.ly/KF-Disclosures

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at (512) 697-6000. As they are provided by third parties, Kestra Investment Services, LLC does not endorse, nor accept any responsibility for the content. Kestra IS does not independently verify this information, nor do we guarantee its accuracy or completeness.

10/16/2026

It can be reassuring to know you're not alone in your fears, and even more reassuring to know that Wiser has your back!

Come chat with us → thewisergroup.com

We're so excited to share one of our programs that we're incredibly passionate about: WiserStart!WiserStart is designed ...
10/14/2026

We're so excited to share one of our programs that we're incredibly passionate about: WiserStart!

WiserStart is designed to give everyone, no matter their age, income, or ability, virtual access to professional retirement, investment, insurance, and other financial advice. WiserStart is a great option for students and young people as they start or grow their finances.

• Cost-effective flat fee
• Around-the-clock access
• No investment minimums
• Personalized Service

Feel like WiserStart would be a good fit for you? → thewisergroup.com/wiserstart

Wishing Lori the happiest of birthdays! 🎂 We're so lucky to have her on the team.Drop a birthday wish for Lori in the co...
10/09/2026

Wishing Lori the happiest of birthdays! 🎂 We're so lucky to have her on the team.

Drop a birthday wish for Lori in the comments!

Meet Clinton VanLinder: Partner, Financial Advisor, CPA, CFP® at Wiser Financial.Clinton has worked at Wiser for over 20...
10/07/2026

Meet Clinton VanLinder: Partner, Financial Advisor, CPA, CFP® at Wiser Financial.

Clinton has worked at Wiser for over 20 years. He has a passion for helping clients feel confident about investing in the market, planning for retirement, and everything that lies ahead. He takes pride in caring for his clients and making sure they have someone to look out for them and their futures.

Outside the office, Clinton cherishes his time with his three kids, and as a former Michigan State alum, he loves football season and watching his oldest son play in the MSU marching band.

Want to book with Clinton? He wants to book with you! → go.oncehub.com/ClintonVanLinderMeeting

Retirement should be a season to look forward to, not a main cause of stress. At Wiser, our mission is to help you feel ...
09/30/2026

Retirement should be a season to look forward to, not a main cause of stress. At Wiser, our mission is to help you feel financially independent and confident!

It's never too early or too late to think about retirement! → thewisergroup.com/services

As fall begins, it's a good time to check in on your retirement contributions and see if you're on pace to max them out ...
09/28/2026

As fall begins, it's a good time to check in on your retirement contributions and see if you're on pace to max them out for 2026. Some minor adjustments could help make a meaningful difference to your long-term plan!

Want to chat with us to talk about your progress → thewisergroup.com/contact

Morning Moon!
09/26/2026

Morning Moon!

The sooner you start contributing, the sooner you set yourself up for a comfortable retirement down the road. If you're ...
09/23/2026

The sooner you start contributing, the sooner you set yourself up for a comfortable retirement down the road. If you're just getting started, or if you're checking in on where you stand, we're here to help you in your journey!

Let's figure it out together! → thewisergroup.com/contact

Landed that first job? Let's grow it! One of the smartest moves you can make with your first paycheck is investing it in...
09/21/2026

Landed that first job? Let's grow it!

One of the smartest moves you can make with your first paycheck is investing it in your future. The earlier you start, the more time your money has to grow!

Come talk to us, or if you're not in the area, read our blog post about the differences between Roth IRAs and 401(k)s. → thewisergroup.com/what-is-a-roth-ira-vs-401k

Virtual financial planning to ensure a WiserStart at any stage of life. Virtual financial planning from Wiser Financial Group aims to help build your ideal future. With our WiserStart program, clients are given financial and investment advice in a convenient virtual setting. Understanding that techn...

Happy Birthday, Wes! 🎉Join us in wishing Wesley Lentz a very happy birthday! Since 1998, Wes has brought dedication, hea...
09/14/2026

Happy Birthday, Wes! 🎉

Join us in wishing Wesley Lentz a very happy birthday! Since 1998, Wes has brought dedication, heart, and a genuine love for his clients' stories to everything he does here at Wiser.

Comment below and help us celebrate Wes today! 🎂

Address

6100 Stadium Drive
Kalamazoo, MI
49009

Opening Hours

Monday 8:30am - 5:30am
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30am
Thursday 8:30am - 5:30pm
Friday 8:30am - 4pm

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