Wiser News

Wiser Wealth Partners with Inrollit to Offer Healthcare & Insurance

Wiser Wealth has partnered with Rick Bailey & Co’s private healthcare exchange, “inrollit” to offer healthcare and Insurance options to Wiser clients. Wiser is not receiving any compensation for the relationship, it is just an added benefit to our clients and friends of Wiser. You can get to the site by going to wiserinvestor.com. Select resources, then healthcare. (Wiser is a fee-only firm and can not receive any compensation from the sale of these products, however we know that these products are needed and we seek partners […]
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Casey Smith Named as 2014 Wealth Manager of the Year

Casey Smith, President of Wiser Wealth Management, Inc was named the 2014 wealth manager of the year in the customer satisfaction category as seen in the October edition of Atlanta Magazine. This is the 4 year in a row that Wiser Wealth has been selected as a Metro Atlanta top wealth manager.
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Ralph Beasley, CPA Joins Wiser Wealth

Wiser Wealth Management, welcomes Ralph Beasley, CPA to our firm. Ralph comes to Wiser with over thirty years of experience in personal and business tax returns as well as audits. Ralph will be heading up Wiser tax and bookkeeping starting in 2015. Ralph’s addition to the Wiser team will strengthen our in office tax and accounting advice.
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Wiser Third Quarter Newsletter

 
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Wiser Wealth Office Expansion Featured in the Cobb Business Journal

In the December issue of Cobb Business Journal Casey Smith was featured covering the expansion of the Wiser Wealth office expansion. Wiser Wealth is a marietta fee only financial services firm expanding rapidly thanks to happy clients and more educated consumers selling out unbiased advice. Their fees are also one of the lows in the county. You can view an abbreviated article online here.
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Casey Smith Interviewed at SeekingAlpha.com

Casey Smith, President of Wiser Wealth Management, was recently interviewed by seeking alpha.com about the firms investment strategy and his outlook into 2014. You can view the article here.
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Wiser Wealth – 2013 Five Star Wealth Manager of the Year

Wiser Wealth has received the 2013 Five Star Wealth Manager Award for overall client satisfaction.
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Casey Smith has Article Published in Cobb Business Journal

Casey Smith had an article published in the June edition of the Cobb Business Journal.
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Wiser Wealth’s 2013 Outlook – Interview by SeekingAlpha.com

Casey Smith is President of Wiser Wealth Management, a Marietta, Georgia-based fee-only fiduciary wealth management firm offering asset management, tax preparation, estate planning and financial planning services. Wiser’s unique investing techniques have earned Casey speaking engagements at top ETF conferences around the world. When not running Wiser Wealth, Casey doubles as a pilot for an Atlanta-based commercial airline.
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Wiser Wealth Quoted in the Wall Street Journal

Casey Smith was interviewed by the Wall Street Journal about researching ETFs. Wiser Wealth has used ETFdb.com and Index Universe Analytics to research Exchange Traded Funds. You can view the quote HERE.
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Recent Tweets

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Casey blogs about Dave Ramsey's investment philosophy and what needs to change. http://t.co/uvJEpj72CH
- Friday Jan 23 - 2:04am

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Need healthcare, life insurance, long term care? Wiser Wealth has partnered with Rick Bailey & Company's... http://t.co/3LxIzFodhM
- Monday Jan 19 - 7:04pm