FedWise Advisors

Company:	FedWise Advisors
Contact:	David Setia
Address:	1765 Greensboro Station Place, Suite 900
City:	McLean
State:	VA
Zip:	22102
Phone:	571-584-0010
Fax:	571-520-0296
Email:	office@fedwiseadvisors.com
Website:	https://www.fedwiseadvisors.com/

About My Practice

FedWise Advisors is a financial planning firm dedicated to serving federal employees and retirees. We specialize in helping clients navigate the complexities of FERS, CSRS, TSP, FEHB, FEGLI, and Social Security, ensuring every benefit is fully understood and strategically integrated into a comprehensive retirement plan.

We proudly serve federal employees nationwide, offering personalized, virtual consultations and ongoing guidance to help you make confident, informed decisions about your career, retirement, and financial future.

At FedWise, our mission is simple: to help you plan wisely, retire confidently, and enjoy the life you’ve worked hard to build.

Offering Advice Since

2015

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management
Social Security Optimization, FEHB and Medicare, Tax Strategy, Federal Benefits, Cash Flow Planning,

Licenses, Certifications, Education, and Affiliations

Designations: AIF®, CMFC®
Insurance Licenses: CO, IL, MD, MI, NJ, TX, WA
Security Licenses: FINRA Series 7, 63, 65. (Securities Registration: AL, CO, FL, IL, KY, MD, MI, MT, NJ, NY, OH, OR, TN, TX, VA, WA, WY)
Education: Bachelor of Business Administration (BBA) in Finance
Investment Advisor Registration: AL, CO, FL, IL, KY, MD, MT, NJ, NY, OH, OR, TN, TX, VA, WA, WY
Associations & Affiliations: LPL Financial, FAPAC (Federal Asian Pacific American Council)

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

LPL Financial. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC

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