Michael Mustian
CFP®, CKA®
WiseWay Advisors
Founder & Financial Planner
Michael Mustian
CFP®, CKA®
WiseWay Advisors
Founder & Financial Planner
We help you align your vision and values with the steps needed to retire fearlessly. - Michael Mustian, CFP®, CKA®
Fee-Only financial planner located in Huntersville, NC, serving clients locally and across North Carolina
WiseWay Advisors is a fee-only financial planner in Huntersville, NC serving Lake Norman, the Charlotte region, and clients throughout North Carolina. WiseWay 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 WiseWay Advisors, Michael Mustian guides families to reach their financial destination by helping them build wealth the WiseWay. 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, WiseWay 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.
WiseWay 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.
FIDUCIARY
As an independent Registered Investment Adviser, we are legally required to only work in your best interest.
FLAT FEE
No commissions, sales charges, referral fees or kickbacks. The only compensation we receive comes from our clients directly. Period.
TAX FOCUSED
We focus on taxes because every tax dollar saved is another dollar you can put towards your goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Tax Planning
- Investment Management
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Michael Mustian 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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Michael Mustian is a Member of the XY Planning NetworkThe 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.
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Michael Mustian 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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Michael Mustian 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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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.
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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.
Contact Michael Mustian
Office Locations:
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8712 Lindholm Drive
Suite 300
Huntersville, NC 28078
