Founder & Financial Planner
Fee-Only financial planner located in Huntersville, NC, serving clients locally and across North Carolina
WisePath Advisors is a fee-only financial planner in Huntersville, NC serving Lake Norman, the Charlotte region, and clients throughout North Carolina. WisePath Advisors specializes in financial planning & retirement planning, and investment management. As a fee-only, fiduciary, and independent financial advisor, Michael Mustian is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As a fee-only financial planner and the founder of WisePath Advisors, Michael Mustian guides families to do whatever it takes to reach their financial destination by helping them follow the WisePath Way. He loves taking new adventures, which could be either an hour away or an ocean away, with his wife Shea.
With over 20 years experience as a pastor, most recently as an executive pastor, Michael has taught thousands of people in financial workshops. As he was sending families to implement the advice he taught, he unfortunately realized that many "financial advisors" sold products that were not appropriate. This propelled Michael to enter the financial services industry and start his own firm, WisePath Advisors.
Michael Mustian 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
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.
WisePath Advisors provides more than just the mechanics of financial planning. As part of our financial planning partnership, we’ll work with you to understand your complete patterns of wealth behaviors and create a personalized plan that will help you improve how you build and maintain wealth over time.
The WisePath Difference
Not all financial advisors are created equal.
As an independent Registered Investment Adviser, we are legally required to only work in your best interest.
No commissions, sales charges, referral fees or kickbacks. The only compensation we receive comes from our clients directly. Period.
We partner with leading financal research and technology firms to guide our investment and planning decisions.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Tax Planning
- Investment Management
- Retirees and Near Retirees
- Business Owners and Executives
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Michael Mustian is a NAPFA-Registered Financial Advisor
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.
Michael Mustian is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Michael Mustian is Certified Kingdom Advisor® (CKA®) - Click to verify and learn more.
The CKA® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply biblical wisdom in counsel, technically competent, ethical, accountable, and a biblical steward.
Michael Mustian is an Accredited Asset Management Specialist
Financial advisors and investment managers who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
Michael Mustian is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
WisePath Advisors is an Approved Dimensional Funds Advisor
Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.
Contact Michael Mustian
8712 Lindholm Drive
Huntersville, NC 28078