The InvestWise Wealth Management, Inc. Story
Discover Our Evolution and Commitment to Your Financial Journey
About Michael Thurman
Michael Thurman has been a dedicated financial advisor since 1993. He is a co-founder of InvestWise Financial, LLC, established in 2008, and White Glove, a digital marketing company for financial advisors founded in 2015. With a commitment to financial education, Michael has been a guest speaker at over 1,000 educational financial literacy classes. He holds a Bachelor of Science in Business Administration, with a focus on Finance, from Central Michigan University.
Michael has been happily married to Erica for 19 years, and they have two wonderful daughters, Audrey and Allison. He is a co-founder of the Miracle League of North Oakland, an adaptive baseball field designed for children and adults with cognitive and physical impairments. In his free time, Michael enjoys golfing, cooking, and spending quality time with his family.
Michael Thurman
Thomas Warner
About Thomas Warner
Thomas Warner is a dedicated financial planner with InvestWise Wealth Management, where he helps individuals and families build confidence in their financial future through personalized, goal-based planning. He provides comprehensive guidance in investment management, retirement planning, education funding, life insurance, and income distribution strategies.
A graduate of Michigan State University with a degree in Economics, Thomas applies his analytical background and passion for helping others to create thoughtful, strategic plans that align with each client’s unique goals and values.
Thomas holds Michigan Life and Health Insurance and Variable Contracts licenses, as well as the Series 7, 63, 65, and SIE securities licenses. He welcomes the opportunity to work with anyone looking to improve their financial life, whether they’re just getting started or preparing for the next chapter.
Outside of the office, Thomas enjoys golfing, sailing, bowling, cooking, and spending time with family and friends.
Our Company Values
The future looks brighter when you’re more prepared. We’ll help you plan for what you expect to achieve in life — and any changes you may encounter along the way.
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
Stewardship
We understand that every person is valuable and should receive the respect and honor they deserve. In this industry, relationships matter. You and your family are our priority, and we’re here to help provide both with a better future.
Service
We’re in the service industry, here to serve you professional guidance to help benefit your future and accomplish your goals. We will always be focused on pursuing business excellence.
Our Beliefs
The integrity of our company is a staple in our business model. We believe the truth is important, and don’t waiver on our beliefs. Being a fiduciary agency means that the services we provide must be ethical and trustworthy, and place a higher value on other people and their needs over our own.
Communication is Important
Building a relationship with our clients means communicating with them. We believe that in order for our business relationship to reach the full potential, we must provide a frequent, timely, truthful & relevant form of communication.
Find Your Definition of True Wealth
Everyone has their own definition of true wealth. For some, it’s that family vacation you’ve always dreamed of. For others, it’s not running out of money in retirement. We help you pinpoint your definition of true wealth, then help you build the legacy you’ve dreamed of.
Selecting the right financial advisor is an important step in your pursuit of true wealth. We build a customized plan for whatever your needs, including individual financial planning and business financial planning.