About Us


Providing our clients and community with independent fee only fiduciary wealth management while simultaneously using our resources to benefit God’s kingdom.

Wiser Wealth Management is a fee only Registered Investment Advisory firm and a fiduciary to our clients, which means we have a responsibility to look out for our client’s best interest.  We offer investment management, business retirement plans, tax planning-preparation, and estate planning.  Wiser Wealth Management does not sell any products.  We manage portfolios by investing in index funds best suited for our clients.  Our investment philosophy is to keep cost low, maintain a diversified portfolio, and always invest for the long term.  We accomplish these objectives by investing in the global markets using broad and sector based index funds.  In some cases we use option techniques.  Our investment advice incorporates tax and estate planning knowledge.

We believe that the best way to provide long term wealth is through investing in highly diversified index funds with a portfolio optimized for risk and return.  All of our portfolios have been extensively backtested through many different market conditions.

In investing, we always keep these three things in mind; keep cost low, diversify, and invest for the long term.  This is our simple and time tested Wiser Advice.

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From Our Blog

Casey Smith’s, Teaching Children About Money Article Published in AJC

In the September 23rd edition of the Atlanta Journal and Constitution Casey Smith was a guest writer...

Casey Smith to Moderate a Panel at September 15th Atlanta Family Office Trends Event

Casey Smith will be moderating a panel on portfolio allocation at the September 15th Atlanta Family ...

Wiser Welcomes Jana Prance to Our Team

We are excited to announce the addition of Jana Prance to the Wiser team. Jana is a recent graduate ...

Casey’s Blog on Teaching Children About Money Featured in Cobb Business Journal

Casey’s Wiser Blog article on teaching children about money was chosen by the Marietta Daily J...

Right Now You Need to Do Nothing

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