About Us

MISSION STATEMENT

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.

Recent Tweets

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When viewed over a 10-year period, about 92% of actively managed eurozone equity funds trailed their respective benchmark. #index
- Sunday Feb 7 - 4:11am

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"Intention without action is an insult to those who expect the best from you." - Andy Andrews
- Saturday Jan 30 - 12:41am

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From Our Blog

Social Security Planning Update – A Loophole is Closed

During the financial planning process here at Wiser, we use planning software to determine the best ...

ASA Empower 401k Change

TO: Atlantic Southeast Airlines 401k Plan Participants On November 2, 2015 some changes took place ...

Checking a Broker’s Background Gets a Mandatory Link

FINRA, the regulatory authority for stock brokers and investment advisors, has recently approved a n...

Casey Smith was a Guest on School For Startups Radio

Casey Smith was recently interviewed by Jim Beach, the host of School For Startups Radio. Jim’...

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 write...