Our Firm

Best Wise Associates is an experienced independent financial services firm dedicated to providing personalized wealth management and life planning. Jane E. Best, ChFC®, RFC, AIF®, founded Best Financial Services in 1987.  Jan Wise, CFP®, ChFC®, MBA, began her financial firm in 1994. The Best and the Wise firms merged in 2004.  Jane left Best Wise Associates to pursue her personal interests and additional community service.

Best Wise Associates provides services to individuals and corporations throughout the U.S. We are affiliated with professionals within the financial, accounting, pension, and legal fields to provide comprehensive planning services to our clients.

 

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CFP®, CERTIFIED FINANCIAL PLANNER™, and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.CFP®, CERTIFIED FINANCIAL PLANNER™, and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.