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PlanWiser
Home
Our Team
What Makes PlanWiser...Planwiser?
PlanWiser vs Typical
Who PlanWiser serves
Our Philosophies
Blog
Contact Us
Resources
Careers
Client Login
Home
Folder: About Us
Back
Our Team
What Makes PlanWiser...Planwiser?
PlanWiser vs Typical
Who PlanWiser serves
Our Philosophies
Blog
Contact Us
Resources
Careers
Client Login
Joel Top 10/26/26 Joel Top 10/26/26

Market Commentary: October 2026

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Joel Top 9/24/26 Joel Top 9/24/26

Rational Reaction: The First Fed Rate Hike in Three Years

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Joel Top 9/24/26 Joel Top 9/24/26

Market Commentary: September 2026

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Joel Top 8/25/26 Joel Top 8/25/26

Rational Reaction: Understanding the AI Investment Landscape

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Joel Top 8/25/26 Joel Top 8/25/26

Market Commentary: August 2026

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Joel Top 7/17/26 Joel Top 7/17/26

Market Commentary: July 2026

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Joel Top 6/19/26 Joel Top 6/19/26

Rational Reaction: Impacts of the New Fed Leadership

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Joel Top 6/19/26 Joel Top 6/19/26

Market Commentary: June 2026

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Joel Top 6/11/26 Joel Top 6/11/26

Rational Reaction: SpaceX

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Joel Top 5/26/26 Joel Top 5/26/26

Market Commentary: May 2026

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Joel Top 5/26/26 Joel Top 5/26/26

Rational Reaction: Many Different Asset Classes Have Performed Well This Year

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Joel Top 4/20/26 Joel Top 4/20/26

Market Commentary: April 2026

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Joel Top 3/27/26 Joel Top 3/27/26

Market Commentary: March 2026

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Joel Top 3/5/26 Joel Top 3/5/26

Rational Reaction: Iran, Oil, and Your Portfolio

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Joel Top 2/24/26 Joel Top 2/24/26

Rational Reaction: Why Are Precious Metals Considered “Safe Havens”?

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Joel Top 2/24/26 Joel Top 2/24/26

Market Commentary: February 2026

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Joel Top 1/22/26 Joel Top 1/22/26

Market Commentary: January 2026

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Joel Top 1/22/26 Joel Top 1/22/26

Rational Reaction: 2025 Year in Review

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Joel Top 12/23/25 Joel Top 12/23/25

Market Commentary: December 2025

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Joel Top 11/19/25 Joel Top 11/19/25

Market Commentary: November 2025

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Email: info@planwiser.com

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Colorado Springs, CO 80907 

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PlanWiser Financial Form CRS

PlanWiser Financial ADV Part 2A Brochure

PlanWiser Financial Privacy Policy

PlanWiser Financial LLC is an investment adviser registered with the U.S. Securities and Exchange Commission; registration does not imply a particular level of skill or training. This website is provided by PlanWiser Financial LLC for informational and educational purposes only. Nothing on this website is individualized investment, tax, or legal advice; an offer or solicitation to buy or sell a security; or a recommendation to pursue a particular investment strategy. An investment advisory relationship is established only through a written agreement with PlanWiser Financial LLC. PlanWiser Financial LLC may conduct advisory business only in jurisdictions where it is appropriately registered, notice-filed, or eligible for an exemption or exclusion. Information is current only as of the date stated and may change without notice. Third-party information and links are provided for convenience, are believed to be reliable, and are not guaranteed as to accuracy or completeness; inclusion of a link does not by itself imply endorsement. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. Tax services, where offered, are provided separately through PlanWiser Tax LLC under a separate engagement; clients are not required to use PlanWiser Tax LLC, and the affiliation presents a conflict of interest described in PlanWiser’s Tax-Affiliate Disclosure. For information about PlanWiser Financial LLC’s services, fees, and conflicts of interest, please review the firm’s current Form ADV Part 2A and, when applicable, Form CRS. 
PlanWiser Tax LLC is a separate legal entity affiliated with PlanWiser Financial LLC through common ownership … Because the firms are affiliated, such a referral creates a conflict of interest … Clients are not required to use PlanWiser Tax LLC and may select any tax professional. This affiliation and the related conflict are also described in PlanWiser Financial LLC’s Form ADV Part 2A and, when applicable, Form CRS. 
Insurance products and services, when offered, are provided through appropriately licensed insurance agencies or producers, which may include PlanWiser Financial LLC’s investment adviser representatives acting in their separate capacity as licensed insurance producers, and are separate from investment advisory services provided by PlanWiser Financial LLC. Insurance recommendations may result in commissions or other compensation to the licensed agency or producer, which creates a financial incentive to recommend an insurance product. This conflict is also described in PlanWiser Financial LLC’s Form ADV Part 2A and, when applicable, Form CRS. Clients are not required to purchase insurance through a PlanWiser-affiliated professional and may use any insurance provider. Product availability, features, costs, and guarantees vary by contract and jurisdiction. Any guarantee is subject to the claims-paying ability of the issuing insurer. Clients should review the applicable policy, prospectus when relevant, and carrier disclosures before purchasing or replacing an insurance product. 
Insurance services are offered as outside business activity and as independent agent under a Colorado Insurance license.
Investment advisory services offered through PlanWiser Financial LLC, a registered investment adviser.