Isler Wealth Management is an independent registered investment advisor, we have a Fiduciary responsibility to our clients, making them our top priority. With no added financial interest tied to providing one product over the other, our investment product universe is larger and remains strictly objective to tailor a customized financial solution that is in our clients’ best interest.

We enjoy the freedom and flexibility to create a plan that best suits the unique circumstances and objectives of each of our clients. Because of this, we are free to present the best and most appropriate investments for your life-stage and your individual needs.

For managing your financial portfolio, we offer a prudent approach based on our fiduciary relationship with you as your trusted investment advisor. Fiduciary duty is generally considered the highest legal duty one party can have to another. As a Registered Investment Advisor firm, we have a legal responsibility to always act in your best interests – and we take that responsibility very seriously.

Investment Committee

For over two decades, Buckingham Strategic Partners (formerly Loring Ward) has provided portfolio management and back-office services to a select group of America’s most knowledgeable and successful Independent Financial Advisors and their clients. Buckingham Strategic Partners helps Independent Wealth Management Groups like Isler Wealth Management manage more than $37 billion in assets as of September 2023.