Wise Riddell

About Us


Wise Riddell Financial Group is a leader in providing personal financial planning services and is dedicated to building lasting client relationships. Our primary objective is to help our clients plan for financial security by providing quality planning advice and products through our highly qualified team of specialists augmented by a network of consultants.

We have three decades of experience working with:

  • Physicians
  • Executives
  • Group Pension Benefit Members
  • Business Owners

We are client focused. Our role is to help clients prepare for the expected and unexpected transitions in life. Our process ensures all aspects of a client's circumstances are reviewed and integrated into a situation specific plan.

Top 50 "Advisors" Wealth Professional Magazine (2016)

Top 20 "Outstanding Independent Offices" Wealth Professional Magazine (2015)