MoneyWise Financial Advisors is a boutique wealth management and financial planning firm dedicated to providing personalized financial advice to individuals and families. Our fee-only approach promises objectivity in our service to you, and our fiduciary pledge provides confidence that our recommendations are always in your best interest.
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Founder and Principal, MoneyWise Financial Advisors CERTIFIED FINANCIAL PLANNER™ | Wealth Advisor | Investment Manager | Speaker
Having been disappointed in her own experiences as a client of expensive, commission-driven, male-dominated Wall Street investment firms, Joanna Nowak founded MoneyWise to provide a more client-centered approach to wealth management.
Joanna provides clear financial advice to support her clients’ life goals, aspirations, and dreams—while empowering them to live their lives from a position of strength and freedom.
Joanna holds a B.S. in Commerce and an MBA from Santa Clara University and is an active member in several non-profit organizations that focus on the economic empowerment of women. She contributes a percentage of Moneywise revenues to international charities that help lift women out of poverty.
MoneyWise Financial Advisors collaborates with a nationwide network of professional organizations and A-list resources. These valued partners provide additional expertise in portfolio management, estate planning, tax planning, retirement planning, charitable planning, risk management, and a host of other areas.
– The BAM ALLIANCE
MoneyWise Financial Advisors is a proud member of The BAM ALLIANCE, an elite community of more than 140 independent financial wealth management firms across the U.S. who are united in the belief that there is a better, more effective, and more resilient way for investors and their families to safeguard their financial futures. The BAM ALLIANCE’s unique approach—what we call the science of investing—prizes evidence over emotions, and values decades of academic research over opinions that dominate the financial news cycles.
We’ve also scoured the cluttered financial universe to identify the few, distinguished fund families that support our investment strategy, based on decades of academic research and evidence-based approach.
We always evaluate opportunities to be sure they serve our clients’ best financial interests.
– Dimensional Fund Advisors
Using an investment strategy built around the pioneering work of Nobel Prize-inning economists, Dimensional Fund Advisors have helped investors pursue higher expected returns through advanced portfolio design, management, and trading. Their enduring philosophy and deep working relationships with the academic community underpin our approach to investing.
Bridgeway Capital Management, Inc. offers competitively-priced, expertly-designed investment building blocks to complement and enhance core portfolio investments. Bridgeway’s investment process is statistically driven and grounded in academic theory, and the company donates 50% of its profits to non-profit organizations.
– AQR Funds
AQR is a global investment management firm that develops inventive practical investment strategies and customized solutions, using sophisticated technology to deliver superior results for its clients.
– Independent Financial Institutions
MoneyWise uses reputable third-party independent financial custodians, including Schwab, Fidelity, and TD Ameritrade, to ensure the safety and security of our clients’ assets. All money is held in the client’s name, with account activity sent directly to the client from the financial institution.
Ready to put MoneyWise and our powerful network of alliances to work for you? CONTACT US today.