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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At the end of your life, you will never regret not having passed one more test, not winning one more verdict or... http://t.co/BqRzMPpI45
- Monday Aug 31 - 1:49pm

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The Wiser Private Equity Fund - Serenbe project is underway. 18 condos will be standing here by June 2016. We... http://t.co/Mu5KejRmrP
- Saturday Aug 29 - 10:16pm

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From Our Blog

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

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LaTrelle Allen Retires

LaTrelle Allen Announces Her Retirement I began working with LaTrelle in late 2004 when I leased off...

Fear is NOT and Investment Strategy

The stock market has been jumpy the last few months. Greece, the Federal Reserve looking to raise in...