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

LifeWise Is Now
Independent

Same team. Same plan. Same care.

Hear it from us directly — why we made this move,
and what it means for you.

Why We Made This Move

For years, LifeWise operated under the umbrella of a large national firm. That structure served us well in many ways, but it always came with someone else’s priorities in the room.

In July 2026, we became a fully independent registered investment adviser.

It’s a step we took deliberately, and for one reason: so that every recommendation we make answers to a single standard — what’s right for you and your family.

What Changes — and What Doesn't

What stays the same
  • Your advisor, and the whole team you know
  • Our offices in Champaign, Bethany, St. Joseph, and Paris — same phone numbers, same faces
  • Your financial plan and investment strategy
  • Our affiliated tax relationship with LifeWise Tax Advisors
  • The way we work: patiently, honestly, and with the next generation in mind
What changes for the better
  • Our advice is now fully independent
  • Lower and clearer costs: a simpler and more cost-effective fee structure
  • More from your cash: competitive money market options at market-based rates
  • Better technology: an enhanced client portal and improved mobile access
  • Your accounts are now held at Goldman Sachs Custody Solutions, a leading independent custodian

What Happens Next — It's Easy

1. We will be calling you to discuss your specific situation. We’ll pre-fill your paperwork and get everything ready for you.

2. You sign a short set of documents — many can be completed electronically in minutes.

3. We move your accounts and keep you updated until every transfer is complete.

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Documents & Disclosures

If you’d like more details about the change, please click on any of these to learn more:

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Questions? That's What We're Here For

A change like this naturally comes with questions — about your accounts, your login, your paperwork,
or anything else. We will be calling you to discuss your specific situation.

You can also call us, email us, or stop by and we’ll walk through things together.

Phone: (217) 351-8755 Toll-free: (800) 884-3950 Email: info@lifewisewealth.com

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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.
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ChFC®, Chartered Financial Consultant®, CLU®, and Chartered Life Underwriter® are registered trademarks of The American College of Financial Services.

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