We help you identify, understand, and commit to a long-term planning and investment objective that is realistic and appropriate. Our investment and planning solutions are based on putting you first by operating as a fee-only firm and accepting fiduciary responsibility. Quality legal, tax and bookkeeping services support your long-term goals.
Casey Tyler Smith, Investment Advisor Representative
President – Principal
Casey earned a Bachelor of Science Degree with a major in Finance from Berry College, Rome, Georgia. Unhappy with the traditional brokerage product pushing agenda, Casey became a Registered Investment Advisor and formed a fee only financial services firm in June 2001, which later became Wiser Wealth Management, Inc
Casey serves on the board of the Laona M. Kitchen Foundation, the Planned Giving Council of Berry College, The Berry College Campbell School of Business Executive Advisory Committee, the Berry Student Run Enterprises Advisory Board, Berry College Board of Visitors and Atlantic Southeast Airlines Airline Pilots Association (ASA ALPA) Retirement and Insurance Committee as a “401k Specialist.”
Casey is a retired airline Captain and still enjoys flying and golf. He and his family live near the Marietta Square and attend the Church of The Apostles (apostles.org) in Atlanta. Casey is a member of Marietta Country Club.
Casey can be contacted via email at [email protected]
Michael Burnett, Attorney at Law
Estate & Business Legal Services
Michael obtained his J.D. from Barry University School of Law where he was involved in class government and received substantial merit based scholarships. He graduated magna cum laude with a B.S. from Covenant Life College. Michael is admitted to practice in Georgia and Florida.
Michael can be reached at [email protected]
Peter earned a BA in Accounting from Belmont Abbey College in Belmont, North Carolina and became a CPA in 1997. Peter is the lead CPA for Wiser Wealth through his firm Peter J. Fullen, CPA, P.C located within Wiser Wealth Management.
Peter can be reached at [email protected]
Sonja M. Gonzalez, Investment Advisor Representative
Client Management and Planning
Sonja earned a Bachelor of Arts in Business Administration from William Jewell College. Sonja is the firms lead financial planner and also participates in client review meetings. She is a member of the Financial Planning Association.
Sonja, her husband Hector and her two sons, live in Marietta and attend Hickory Baptist Church.
Sonja can be contacted at [email protected]
Cam graduated from the University of Georgia with a Bachelors of Business Administration and a major in Finance. He also has a Masters of Finance from Georgia State University. Cam is currently employed by Southern Company in Atlanta and works within his natural network to develop business for Wiser Wealth Management.
Cam and be contacted at [email protected]
Office Manager/Client Services
Alexa is a Marietta native and graduated from Kennesaw State University. Alexa manages the Wiser office and provides clients with TD Ameritrade account support.
Alexa can be contacted at [email protected]
LaTrelle assists in company compliance and works on special client projects.
LaTrelle can be contacted at [email protected]
Meredith and Beth work together to provide bookkeeping services to Wiser Wealth clients.
You can contact them at [email protected]
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Teaching your kids about money By Casey Smith, President, Wiser® Wealth Management My wife and I w...
Wiser® Wealth Management named 2015 Top 25 Small Business of the Year Atlanta-area firm recognized ...
By Casey Smith- President, Wiser® Wealth Management As you review your annual statement for 2014, y...
We are pleased to announce that Peter Fullen has joined Wiser Wealth Management. Peter will be manag...
FOR IMMEDIATE RELEASE Dayna Reed 678-787-1968 [email protected] Wiser® Wealth Management to ...