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.”
Also a pilot, Casey has commercial aviation experience and 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]
Ralph Beasley, CPA
Tax Preparation & Bookkeeping
Ralph has over 30 years of experience working in all areas of corporate and personal accounting. Ralph is a graduate of the University of Georgia.
Ralph 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 portfolio management and firm planning. 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 is a Cub Scout leader, enjoys spending time with family and relaxing with a good book. 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]
“Pressed to identify useful financial innovations created during the past quarter-century, Paul A. Volcker,... http://t.co/2JrKcWL4H8
- Friday Dec 12 - 3:23am
Our very own Michael Burnett was sworn in to be able to practice before the US Supreme Court today! http://t.co/9rMPtUQy5h
- Monday Dec 8 - 8:57pm
Sign up for Wiser's E Newsletter
Casey Smith, President of Wiser Wealth Management, Inc was named the 2014 wealth manager of the year...
Wiser Wealth Management, welcomes Ralph Beasley, CPA to our firm. Ralph comes to Wiser with over thi...
With blended families now increasingly the norm in our society, more and more people are facing the ...
What happens to a Traditional IRA when the owner has passed and a non-spouse is inheriting? A non-sp...