Bryan Wisda
CFP®
Almega Wealth Management
President
Bryan Wisda
CFP®
Almega Wealth Management
President
As a fee-only financial planner, my focus is to offer unbiased financial advice using simple solutions to help you achieve a life of amazing significance. - Bryan Wisda, CFP®
Fee-Only financial planner with offices in Scottsdale, AZ, Greenville KY, and Mount Airy NC serving clients locally and across the country.
Bryan Wisda is a Scottsdale, AZ fee-only financial planner. Almega Wealth Management provides comprehensive wealth management, investment consultation and 401 (K) plans to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Bryan Wisda is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Bryan Wisda is the President of Almega Wealth Management with offices in Scottsdale AZ, Greenville KY, and Mount Airy NC. Throughout his career he has focused on utilizing simple approaches to complex problems with great success. In 2007, he became an early adopter of the Fee-Only model.
Prior to starting Almega Wealth Management, Bryan has worked for Farmers Insurance, Bank of America, UBS Wealth Management (fka PaineWebber), and his own firm Summit Wealth Management which he sold in 2015. Bryan also served the community faithfully as a Deputy Sheriff for 9 years.
Bryan studied Political & Economic Philosophy at the University of Arizona, Financial Planning at Boston University, and has completed coursework in Adult Education through Rio Salado College.
He has been a CERTIFIED FINANCIAL PLANNER™️ since 2006 and is a DFA-approved advisor. From 2007-2015 he was a NAPFA-Registered Financial Advisor and has now rejoined as a NAPFA-Registered Financial Advisor since starting Almega Wealth Management.
Bryan is also a professional musician and the creator of the ADHD Lullaby™️ series of albums.
Bryan Wisda is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Almega Wealth Management is a fee-only Registered Investment Advisor with offices in Scottsdale AZ, Greenville KY, and Mount Airy NC. Almega Wealth Management works with successful families and driven entrepreneurs to help clients acheive a life of amazing significance.
Almega Wealth Management is a DFA approved advisory firm.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Charitable Giving
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Widows
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Bryan Wisda is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Bryan Wisda is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Bryan Wisda is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Almega Wealth Management is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
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Bryan Wisda Created ADHD Lullaby to Help Children with ADHD, Fall Asleep Faster and Stay Asleep Through the Night.
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Bryan Wisda is Quoted in ThinkAdvisor: "Grieving Clients, Sensitive Advisors"
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Bryan Wisda is Quoted in The Fiscal Times: "Bribe Your Kids - and You’ll Pay the Price"
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Bryan Wisda is Quoted in Financial Planning Magazine: "Smart Ways to Use 'Hidden' Client Assets"
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Bryan Wisda is Quoted in the Wall Street Journal: "Financial Planners Say BP Is a Gamble"
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Bryan Wisda is Quoted in InvestmentNews: "Widows’ needs being ignored by advisers"
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Bryan Wisda is Quoted in the Wall Street Journal: "When Inheritance Is Negative"
Contact Bryan Wisda
Office Locations:
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8426 E Country Club Trail
Scottsdale, AZ 85255 -
112 Mill Street
Greenville, KY 42345 -
129 Moore Avenue
Mount Airy, NC 27030
