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Michael Mustian, AAMS ®, CKA®

Founder and Financial Advisor
WisePath Advisors


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Areas of Concentration

Asset Allocation, Business Succession Planning, Cash Management and Budgeting, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Healthcare Planning, Human Resources, Insurance Planning, Intergenerational Planning, Investment Management, Investment Planning, Legacy Planning, Life Planning, Life Transitions, Planning for Owners of Closely-Held Businesses, Planning for Couples, Retirement Income Management, Retirement Planning, Risk Management, Securities, Small Business Planning, Social Security Planning, Socially Responsible Investments, Tax Planning, Wealth Management, Wealth Transfer, Young Professionals

Office Location

WisePath Advisors
2420G Corporation Pkwy
Burlington, NC 27215

Description

We provide financial planning services on topics such as retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate and incapacity planning. We are in the business of managing individually tailored investment portfolios. Our firm provides continuous advice to a client regarding the investment of client funds based on the individual needs of the client

Licensed in these states: NC

Contact Michael