We help you identify, understand and commit to a long-term planning and investment objective that is both 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 are offered to 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, in 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 firstname.lastname@example.org
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@example.com
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 can be contacted at firstname.lastname@example.org
Alexa is a Marietta native and graduated from Kennesaw State University. Alexa manages the day-to-day operations of the Wiser office. Alexa has over 10 years of experience in office administration.
Alexa can be contacted at email@example.com
Megan can be contacted at firstname.lastname@example.org
Tiffany can be contacted at email@example.com
Whitney can be contacted at firstname.lastname@example.org
Meredith Gay has an extensive background in accounting and finance. She has a BBA in finance from the University of Georgia and an MBA with a concentration in accounting from Georgia State University. She became a Certified Public Accountant in 2001.
Meredith held several management positions of increasing responsibility, including division controller of a Fortune 500 company, in the 10 years prior to 2005. In 2005, she became a stay at home mom. In 2010, she rejoined the workforce providing accounting services to a variety of clients in a diverse range of industries, including construction, real estate, telecom, professional service providers, and others.
Meredith lives in East Cobb with her husband and 3 children and is actively involved in the community.
Meredith can be contacted at email@example.com
Beth Seabaugh, CPA
Beth Seabaugh has an extensive background in accounting and finance. She has a BBA in Management from Georgia State University and a BBA in Accounting from Kennesaw State University.
Beth has held positions in all facets of accounting including over ten years as the controller for a manufacturing company. Beth has accounting experience in many industries including real estate, manufacturing, construction, professional service industries, non-profits and telecom.
Beth lives in Marietta with her husband and 5 children and is actively involved in the community.
Beth can be contacted at firstname.lastname@example.org
Sign up for Wiser's E Newsletter
The EU (European Union) was established following the end of WW II in order to offer financial and s...
Casey Smith will be presenting on a panel at IMN’s Annual Global Indexing Conference in Dana P...
The most esteemed TED Talks are the ones that surprise and delight while delivering keen insight. So...
What do some of the most successful people throughout history have in common? They never stop learni...
When planning for clients we use social security optimization tools to help us give the best advice....