Wisdom FP
@wisdomfp.com
Wisdom Financial Planning helps individuals and families navigate retirement, estate planning, wealth management, and life transitions with personalized financial guidance and long-term strategies.
Wisdom FP's Company Logos
Wisdom FP's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#728197
Slate Gray
114, 129, 151
216, 15, 52
25, 15, 0, 41
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
#23282F
Shark
35, 40, 47
215, 15, 16
26, 15, 0, 82
About Wisdom FP
Wisdom Financial Planning is a fee-based financial advisory practice and DBA of John Boyer, Inc., a Registered Investment Advisor. Based in Tampa, Florida, the firm serves retirees and people nearing retirement, both locally and nationwide. Its approach centers on personalized guidance and long-term strategies to help individuals and families make informed decisions through retirement and other life transitions.
The firm offers financial planning services covering retirement, IRA planning, investments, taxes, estate planning, and insurance. Its website also provides information about pricing and its planning process, helping prospective clients understand how to get started. Wisdom Financial Planning publishes educational articles, newsletters, videos, and frequently asked questions on topics such as Roth conversions, retirement timing, charitable giving, and investment decisions. Its charitable giving guide discusses how giving may relate to investments, taxes, retirement income, and a broader financial plan, including considerations around appreciated investments and donor-advised funds.
Wisdom Financial Planning is located in South Tampa and invites prospective clients to schedule a call.
Brand industry
Finance
Company type
Suggest company type
Year founded
Suggest founded year
Company size
Suggest company size
