Wiser Wealth Management is about providing the tools to help families and businesses make smarter decisions.

Rely on our fiduciary, fee-only investment advisory firm for a variety of services.

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Our Services

We offer a free assessment of your personal financial risk tolerance and will compare it to your current portfolio.


From Our Blog

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What Britain Leaving The EU Means

The EU (European Union) was established following the end of WW II in order to […]

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Get Inspired by These 3 Effective TED Talks

The most esteemed TED Talks are the ones that surprise and delight while delivering keen […]

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3 Business Books Worth Reading

What do some of the most successful people throughout history have in common? They never […]

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Social Security – Don’t Rush for the Payout

When planning for clients we use social security optimization tools to help us give the […]

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Why Stocks Went Down When Oil Went Down

Equity markets descended in January alongside oil prices, while testing new lows with a visible […]

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Social Security Planning Update – A Loophole is Closed

During the financial planning process here at Wiser, we use planning software to determine the […]

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ASA Empower 401k Change

TO: Atlantic Southeast Airlines 401k Plan Participants On November 2, 2015 some changes took place in […]

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Checking a Broker’s Background Gets a Mandatory Link

FINRA, the regulatory authority for stock brokers and investment advisors, has recently approved a new […]

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Right Now You Need to Do Nothing

“Your best move is to stay invested and keep your fingers crossed.”-Jack Bogle, founder, Vanguard […]

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Fear is NOT and Investment Strategy

The stock market has been jumpy the last few months. Greece, the Federal Reserve looking […]

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Avoid Tax Settlement Scams

Tax relief companies use the radio, television and the internet to advertise help for taxpayers […]

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Teaching Your Kids About Money

Teaching your kids about money By Casey Smith, President, Wiser® Wealth Management My wife and I […]

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