Who We Are

Our Mission

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.

 


caseyCasey 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.”

Click Here To View Accolades 

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]

 


michaelhsMichael 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]

www.msb-law.com

 


ralphRalph 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]

 

 

 


 

sonjaSonja 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]

 


camCam Wilbur, Investment Advisor Representative
Business Development

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]

  


alexaAlexa Brannen,
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]

 

 


latrellLaTrelle Allen
Special Projects

LaTrelle assists in company compliance and works on special client projects.

LaTrelle can be contacted at [email protected]

Recent Tweets

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“Pressed to identify useful financial innovations created during the past quarter-century, Paul A. Volcker,... http://t.co/2JrKcWL4H8
- Friday Dec 12 - 3:23am

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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

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From Our Blog

Casey Smith Named as 2014 Wealth Manager of the Year

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