Isler Wealth Management, LLC

Isler Wealth Management serves individuals, trusts, charitable organizations, businesses and participant-directed employee retirement plans, managing about $42.4 million for roughly 44 clients with a two-advisor team. The firm provides discretionary investment management, the creation of written investment and fixed income policy statements, periodic portfolio reviews, and broader financial planning consultations that may cover tax, estate and retirement planning.

The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes diversified, buy-and-hold portfolios implemented mainly with passively managed, asset-class mutual funds (notably Dimensional Fund Advisors), supplemented by ETFs and individually managed fixed income where appropriate. IWM uses portfolio modeling tools (including Monte Carlo simulation), may retain third‑party fixed income managers for bond portfolios, and in some client accounts employs margin borrowing to increase exposure.

Distinctive aspects include an affiliation with an accounting firm and a leadership team with accounting credentials (several principals are CPAs and one holds a law degree), enabling closer coordination of tax and accounting considerations with investment advice—an arrangement that is uncommon among peers. The firm also relies on sub‑advisory and back‑office arrangements (Focus Partners Advisor Solutions) for fixed income management and operational support, and its use of margin in client accounts is a relatively rare practice among supported firms.