LifeWise is Now Independent – See What that Means for You →
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Simplify
Preserve
Thrive

We help Midwestern families and business owners simplify
complex financial decisions, preserve what they’ve built,
and create a lasting legacy for future generations.

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WHY LIFEWISE Built For Families
Like Yours

Around here, wealth usually has a story behind it — a career, a business, the family farm, or decades of putting a little away even when money was tight. We plan your future the way that wealth was built: patiently, honestly, and with the next generation in mind.

And recently, we made a big decision of our own: LifeWise is now fully independent. That means advice that answers to you, your family, and no one else. Hear the story in our own words.

Learn What Our Independence
Means for Our Clients
The Lifewise Difference

One Team for Your Entire Financial Life

Whether your goal is security, freedom, or a legacy for the people you love, we’re an independent, multi-generational firm built to guide you and your family for decades to come. Financial planning, investments, retirement income, and estate planning — coordinated by one team, in one conversation, with tax preparation and advice available through our affiliated firm, LifeWise Tax Advisors.

Services

What We Do

Every family’s needs are different. Start where you are:

Investment Planning
money

Financial Planning

A complete, flat-fee financial plan — your roadmap for retirement, savings, and every big decision.
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Wealth Management

Ongoing coordination of your investments, retirement income, taxes, and estate plan.
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Business Owner Planning

Your life and your business, planned together — including exit and succession planning.
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Tax Planning

Forward-looking tax coordination, with preparation and advice through our affiliated firm, LifeWise Tax Advisors.
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Credentials You Can Count On
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WHO WE ARE Experienced and Committed Partners

Three CERTIFIED FINANCIAL PLANNER™ professionals, a Certified Exit Planner (CExP™), and decades of combined experience — financial advisors in Champaign, IL who know your name, care about your family’s story, and plan to be here for the long run.

Get to Know the Team
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Are Your Financial Goals on Track?

Our free, no-obligation consultation provides the answer. And unlike most firms,
we don’t ask for a commitment first — you can start with a standalone, flat-fee financial plan,
see how we think, meet the team, and decide for yourself. You bring the questions; the coffee’s on us.

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Get Your Free Financial Planning Checkup

Not sure where you stand? Our free guide walks you through the six areas that shape your financial future — so you can see what's on track and what deserves attention next.
We'll also send occasional financial planning insights and tips to help you achieve your goals. Unsubscribe anytime.

Check the background of this firm on FINRA’s BrokerCheck.

DISCLOSURES:

LifeWise Wealth Advisors is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. LifeWise Wealth Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.

Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as LifeWise Wealth Advisors’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by LifeWise Wealth Partners with a prospective client will be conducted by an advisor or representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

LifeWise Wealth Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for Information purposes and all users thereof should be guided accordingly.

Certain portions of the Website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, LifeWise Wealth Advisors (and those of other investment and non-investment professionals) positions and/or opinions as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current positions and/or opinions. Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for personalized advice from LifeWise Wealth Advisor or from any other investment professional. No portion of the Website content should be interpreted as legal, accounting or tax advice.

LifeWise Wealth Advisors does not provide tax preparation or tax advice; these services are provided by our separate, affiliated firm, LifeWise Tax Advisors.

Our financial advisors are located in offices across Central Illinois including: Champaign, IL, Bethany, IL, St. Joseph, IL and Paris, IL.

CExP® and Certified Exit Planner are registered trademarks of BEI.
CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.
ChFC®, Chartered Financial Consultant®, CLU®, and Chartered Life Underwriter® are registered trademarks of The American College of Financial Services.

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