Michael Mustian
Retire Fearlessly the WiseWay
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Serving Clients Nationwide
Retire Fearlessly the WiseWay
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Michael Mustian
Hi, I'm Michael Mustian. I am a fee-only financial planner and the founder of WiseWay Advisors, a firm that guides families to do whatever it takes to reach their financial destination by helping them build wealth the WiseWay.With over 20 years experience as a pastor, most recently as an executive pastor, I have taught thousands of people in financial workshops. As I was sending families to implement the advice I taught, I unfortunately realized that many "financial advisors" sold products that were not appropriate. This propelled me to enter the financial services industry and start my own firm.
Affiliations
-
Kingdom Advisors
- The AGC
Primary Location
11330 Vanstory Dr Huntersville, NC 28078
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
- Package Offers
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About WiseWay Advisors LLC
WiseWay Advisors is a fee-only financial planner in Charlotte and Huntersville, NC serving Lake Norman, the Charlotte region, and clients throughout North Carolina. WiseWay Advisors specializes in financial planning, retirement planning, and investment management.Since the founding of WiseWay as a Registered Investment Advisor, we have made the deliberate choice to be a fee-only fiduciary (which means we work in your best interest). We do not accept commissions or any compensation from the sale of financial products, enabling us to minimize any conflicts of interest in serving you.
We help you align your vision and values to build wealth and retire fearlessly.
We listen to you. We focus on your values and help bring your vision to life. We don’t sell products but instead we hold to the philosophy that you deserve a retirement strategy that is as unique as you are.
Our Fiduciary Oath:
We believe in placing your best interests first. Therefore, we are proud to commit to the following five fiduciary principles:
✅ We will always put our client’s best interests first.
✅ We will act with prudence, that is, with the skill, care, diligence, and good judgement of a professional.
✅ We will not mislead you, and we will provide conspicuous, full and fair disclosure of all important facts.
✅ We will avoid conflicts of interest.
✅ We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.
With many advisors the conversation begins and ends with your money. But we believe that money is a tool for life. And you aren’t really that interested in many of the things that advisors talk about. What is important to you are your vision, your values, and your future. That’s where we come in.
Education
Gardner-Webb University, Master’s Degree, Divinity
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Christians
- Couples
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
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