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Wyse Financial Group: Investment and Planning Services in Archbold, Ohio

Email Address


Office Number

(567) 444-5540

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About 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 almost 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 a good book and traveling. Her favorite place to be is on the beach. Shari can usually be found cheering on her boys at their school sporting events. She lives in Pettisville, Ohio with her husband Ryan and their three boys, Mason, Jaxon, and Jadyn, and their dog, Harley.


201 Ditto St
Archbold, OH 43502


  • FINRA Series 7
  • Series 66 Securities Registration
  • Ohio Life, Health and Annuity License


  • Top 100 of Money Concepts Advisors
  • Sustainable Growth Award
  • Apex Award Winner


  • 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.

Jessica Rivera, Assistant in Archbold, OH

Jessica Rivera

Client Service Manager

Doris Green, Assistant in Archbold, OH

Doris Green

Planning and Project Manager

Trusted Wealth Management Services in Archbold, Ohio - Wyse Financial Group

Our History & Mission

Company History
Founded in March 2021 in Archbold, Ohio, Wyse Financial Group was established by Shari Wyse, after she had served clients for almost two decades as a Financial Advisor at a local community bank. Starting out on her own, she soon hired a Client Service Manager to help support her growing client base. In 2023, a Project and Planning Manager joined the all-female team. Today, Wyse Financial Group serves over 250 households in Northwest Ohio and Southeast Michigan, and beyond.

Our Mission Statement

We want two things for everyone: freedom & happiness. We help people first define their life goals, then empower them to achieve those goals.

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