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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Passive investing still wins rather it's S&P doing the scoring or Morningstar. Interesting article but it is... http://t.co/cDSbXXoHXp
- Friday Jun 26 - 3:00am

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Thanks for your support. @LeeforCobb @CobbChamber
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From Our Blog

Withdrawing Money from an IRA

Question: I have a roll-over IRA which holds >$100K and would like to withdraw some of it to buy ...

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Wiser Wealth Management, Inc congratulates Dr. Brad Bushnell, MD on his appointment to the Berry College Board of Trustees.

Wiser® Wealth Management, Inc congratulates Dr. Brad Bushnell, MD on his appointment to the Berry C...

Teaching Your Kids About Money

Teaching your kids about money By Casey Smith, President, Wiser® Wealth Management My wife and I w...

Cobb County Top 25 Small Business of the Year

Wiser® Wealth Management named 2015 Top 25 Small Business of the Year Atlanta-area firm recognized ...