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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Investors lose as much as $17 billion annually in retirement dollars, or “at least” 5% to 10% of their retirement... http://t.co/yI67S17fgx
- Thursday Feb 26 - 1:00am

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Our offices will be CLOSED Wednesday the 25th due to the incoming weather. Stay safe everyone!
- Wednesday Feb 25 - 2:35am

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From Our Blog

Wiser Wealth Welcomes Peter Fullen, CPA to the firm

We are please to announce that Peter Fullen has joined Wiser Wealth Management. Peter will be managi...

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FOR IMMEDIATE RELEASE Dayna Reed 678-787-1968 [email protected]   Wiser® Wealth Management to ...

6th Annual ASA Pilot 401k Workshop

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Why Dave Ramsey is Wrong

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Wiser Wealth Partners with Inrollit to Offer Healthcare & Insurance

Wiser Wealth has partnered with Rick Bailey & Co’s private healthcare exchange, “inr...