Meet Our Team
Financial Guidance That Fits Your Life
Wyse Financial Group is a financial services firm in Archbold, Ohio, serving individuals and families throughout Northwest Ohio, Southeast Michigan, and beyond.
We help clients make informed financial decisions through personalized financial planning, investing, and insurance guidance. Our approach starts with understanding your goals, your circumstances, and what matters most to you.
Today, we serve more than 250 households, and our focus remains simple: helping people make informed financial decisions that support their goals.
Many of our clients come to us as they prepare for retirement, navigate a major life transition, or simply realize they could use more support and direction with their finances.
Whatever brings you to us, we'll take the time to understand your situation, answer your questions, and help you make sense of your options. We believe financial advice should be personal, straightforward, and easy to understand.
Our services include financial planning, investing, and insurance, with dedicated resources to help you explore each area in more detail.
We help clients make informed financial decisions through personalized financial planning, investing, and insurance guidance. Our approach starts with understanding your goals, your circumstances, and what matters most to you.
Today, we serve more than 250 households, and our focus remains simple: helping people make informed financial decisions that support their goals.
We're Here for the Next Step
Life changes, and your financial needs can change with it.Many of our clients come to us as they prepare for retirement, navigate a major life transition, or simply realize they could use more support and direction with their finances.
Whatever brings you to us, we'll take the time to understand your situation, answer your questions, and help you make sense of your options. We believe financial advice should be personal, straightforward, and easy to understand.
How We Help
Your financial decisions don't happen in isolation. That's why we look at your goals and circumstances as a whole when providing guidance.Our services include financial planning, investing, and insurance, with dedicated resources to help you explore each area in more detail.
Email Address
EmailAbout Me
Shari is the Owner and President of Wyse Financial Group. She has a passion for helping people find freedom and happiness in their lives by helping them create and implement a plan for their future. She enjoys explaining finances in a way that is simple and meets people where they are in life. As a licensed Financial Advisor for more than two decades, Shari’s career mission has been to help bring clients the financial peace of mind they deserve.
Shari received her Bachelor’s degree in Finance and Marketing from Defiance College. She holds a FINRA Series 7 and Series 66 Securities Registration, and maintains a Life, Health and Annuity license in the State of Ohio. Shari is also a CERTIFIED FINANCIAL PLANNER™ professional. As part of her CFP® certification, she meets rigorous education and experience requirements, and commits to high ethical and professional standards.
Outside of the office, Shari enjoys spending time with her family, reading, traveling, and cheering on her boys at their school sporting events.
Licenses
- FINRA Series 7
- Series 66 Securities Registration
- Ohio Life, Health and Annuity License
- CERTIFIED FINANCIAL PLANNER™ professional
Awards
- Top 100 of Money Concepts Advisors
- Sustainable Growth Award
- Apex Award Winner
Education
- Bachelor’s degree in Finance and Marketing from Defiance College
We help people first define their life goals, then empower them to achieve those goals. Contact us today and we'll help you get started.
What Matters to Us
We believe financial planning should be about more than reaching a number. It's about having the freedom to make choices, take care of the people you love, and feel good about where you're headed.
That's why we start with your goals and what matters most to you. From there, we help you make financial decisions that support the life you want to live.
We want two things for everyone: freedom and happiness.
We help people first define their life goals, then empower them to achieve those goals.
Schedule your complimentary appointment today!
That's why we start with your goals and what matters most to you. From there, we help you make financial decisions that support the life you want to live.
We want two things for everyone: freedom and happiness.
We help people first define their life goals, then empower them to achieve those goals.
Schedule your complimentary appointment today!
You've Learned A Little Bit About Us.
Let's Talk About You!
Tell us how we can help - send us a message!
Or schedule a meeting, phone call, or virtual meeting here.
Have any questions? Call us at 567-444-5540. We are here for you.
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