Our Story

Every Morning, I Knew There Had to Be a Better Way.

Every morning, before my first cup of coffee, I’d wake up with this pit of anxiety in my stomach. I’d look around at the photos of my family and friends, with my Economics degree hanging on the wall, and think, How did six years fly by? My two dogs would scramble at my feet, and as I braced myself for another day of meeting impossible expectations, I couldn’t shake the feeling: This isn’t working.

What really got under my skin was how financial advisors had all the perks—flexibility, remote work, freedom—while back-office professionals like me were grinding just as hard, if not harder, with none of the same benefits. It just didn’t seem fair.

One rough morning, I sat down at my desk and secretly made a list. I scribbled down the things that mattered most to me—freedom to travel, space to be creative, helping others, being part of something bigger, and staying fully present in my life. It was a wake-up call. I knew I had to change how I worked to live by those values every day.

And that’s when it hit me: why was I paying rent for an apartment that was empty most of the time while sitting in an office that stayed dark the moment we clocked out? If I had the tools to do my job from anywhere, why not just bring it home?

That was the spark for Nifty. It started as a simple idea: work shouldn’t have to fit into the old rules. I wanted more freedom—not just for me, but for every back-office professional who knows they deserve more.

Featured on the Kitces’ Financial Advisor Success Podcast, WealthManagement.com, and The Elements Podcast
Finalist for RIA Intel’s 2022 Industry Advocate of the Year, Recognized on Financial Planning’s 22 People in Wealth Management Who Will Change Wealth Management in 2022
Writer of Wong Not White Newsletter

Michelle J. Wong
Founded Nifty Advisor Support in April 2018

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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.