Our Story

Every morning,

I woke up with anxiety and fear before I drank my first cup of coffee. I’d look up at the walls to photos of family and friends, with my Economics degree nearby asking myself, ‘Where did the past 6 years go?’. With two dogs scrambling at my feet, the stress of meeting the expectations of every employer I worked with caused me to reevaluate my needs and values. The idea that only financial advisors were given the flexibility and benefits of remote work seemed unfair to back-office professionals who worked just as hard, or dare I say – harder.

After a rough morning, I secretly made a list at my desk. A list of my top values I wanted to exercise every, single, day that I narrowed down from twenty to only five. The five things were having the freedom to travel, be creative, to serve others, to be bigger than myself, and to be more present. As I practiced minimalism, I wondered why offices were created when I had a perfect home and computer that was used less than 50% despite the full month’s rent I paid a few days earlier. In return, offices also remained dark once the work day was over. As a scrappy and conscious millennial, it made perfect sense to bring my work home.

That’s where Nifty came to be.

Michelle J. Wong
Founded Nifty Advisor Support in April 2018

  • 15+ years of leading dispersed teams in the non-profit and financial services industry
  • 15+ years of experience in digital marketing
  • 13+ years in the financial services industry
  • 6+ years in client servicing and operations
  • 6+ years since I took control of my own life
  • 2+ years in financial planning and advising
  • 1 day since I’ve changed someone’s life
  • Proud AmeriCorps, alpha Kappa Delta Phi Sorority, Inc., and 4k For Cancer Alumna

Our Mission

Our mission is to foster an inclusive environment for learning, collaboration, and growth within the financial planning industry that caters to multiple careers, backgrounds, and lifestyles.

Our Vision

Our vision is to be the industry leader in virtual and sustainable business solutions for financial advisors and professionals.