We're awake and alert. Best yet, we work for you

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Scott Wisniewski, EA

Founder & CEO

Founded the firm in 2009 and has been passionately serving the needs of EP's since.

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Lem Pham, CFP®, EA

Wealth Advisor

Joined the team in 2015 and is relied upon to handle even the most complex financial circumstances for clients.

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Jon McMullen, CFP®, EA

Wealth Advisor

Has worked side-by-side with Scott since 2012, helping building out the firm that exists today.

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Emily Wisniewski

Chief Operating Officer

From the beginning, Emily has overseen the ongoing operations of Wisniewski Wealth Management.

Founded in 2009; serving EP's since 2010

5 Oct 2009

Opening day

Wisniewski Wealth Management was first born an idea. Scott saw there was a problem—a malpractice in the financial realm and a breakdown of trust. Client's needs simply weren't being met. He set out to make a change.

10 July 2010

The beginning of something great

We signed our first EP client on this day. This was a client we gravitated to for the amount of value we were able to bring to her life and how appreciative she was for our help. We knew then this was what our ideal client looked like.

8 February 2011

Added an insurance arm to our practice

As we obtained more and more EP clients, we realized they were being taken advantage of in the insurance space and there was little we could do to stop it. We took it upon ourselves to get licensed to ensure they were getting proper coverage that fit their occupation and goals.

22 January 2013

Added a tax firm to our practice

We spent a year reaching out to and interviewing close to 100 tax practices. None of them were willing to invest in our clients and get to know them as intimately as we do. We wanted to provide a year-long proactive tax experience instead of a year-end reactive transaction. We did just that.

18 March 2015

Host to ACEP's Fiscal RX

Scott became the voice of financial reason for ACEP, solidifying Wisniewski Wealth Management as a leader for wealth advisory services for EP's. This position is still being carried out to this day.

23 May 2016

A milestone reached

We hit our 50th Emergency Physician client!

Today

Still going strong and a long time to go

Now serving 85+ EP's, we're getting better and better each year at what we do. We are passionate about what we do and are building truly life-long friendships and relationships with our clients. We are so fortunate.

Enough about us—we want to get to know you!