We listen to your unique financial needs + retirement goals, and then help empower you to thrive as your own hero throughout your financial journey. Moneywise Wealth Management is an independently owned, fee-based financial + investment advisory firm that is rooted in Bakersfield, CA and works with incredible clients from all over the country.
Our comprehensive and hyper-engaged investment and planning services are passionately driven by our advisors' 60+ years of combined industry experience and our dedication to doing everything that is within our power to better our clients' lives by relieving stress and helping them manifest their retirement goals.
Our comprehensive and hyper-engaged investment and planning services are passionately driven by our advisors' 60+ years of combined industry experience and our dedication to doing everything that is within our power to better our clients' lives by relieving stress and helping them manifest their retirement goals.
Services
We, Moneywise Wealth Management | "The Moneywise Guys, " are an independently owned, fee-based financial + investment advisory firm that is rooted in Bakersfield, CA, and work with beloved clients from all over the country. Our service style is skilled and down-to-earth, favoring skill + compassion, and our financial advisors are anchored in an integrated WEALTH + TAX + ESTATE planning structure and a long-term, strategic investing mindset.
Our Moneywise financial advisors are passionate about partnering with individuals, families, and business owners to help each implement exemplary investment solutions and to customize retirement + financial plans that support each person's unique needs and goals leading up to and through their retirement years.
David Anderson is a co-owner and managing partner of Moneywise. As a fiduciary Financial Advisor, he meets with clients, prepares financial plans, thoroughly discusses and develops appropriate strategies based on their financial goals and makes investment recommendations. David is also the lead host of the Moneywise Guys Radio Show + Podcast.
The views and opinions expressed herein do not necessarily represent the views and opinions of SCF Securities, Inc. or any SCF-related entity. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.
As an extension of our commitment to best serve our clients, we are also driven by a desire to better serve our communities through sharing practical advice and accessible financial education. We utilize different media platforms in order to breakdown the dense financial world and make it useful and fun.
Reviews (1)
Darron Nilsson
Nov 15, 2019
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The team at Money-Wise has gone above and beyond to help me with my personal investment strategy as well as grow my business. I have never had intelligent conversation like I do when I am in their office. Everyone is smart, kind, and interested in me. I thought it was going to be a challenge to navigate this new relationship, but it has been nothing but easy and refreshing. If you are in need of a great bunch of folks to help you manage your investments, retirement, or 401K I highly recommend Money-Wise.
