Investing

Here at Wiser Wealth Management, we provide advice, not products. We are a “fee only”  Registered Investment advisory firm. We do not receive any kind of commissions or 12B-1 fees from any financial services provider. This insures you the best investment recommendations with NO “product pushing.”

What sets us apart from the traditional brokerage houses is that we have a fiduciary duty to act in the best interest of our clients. A Registered Representative works for his or her brokerage company; we as Registered Investment Advisors (RIAs) work only for you.

Click here to learn more about RIAs and Brokers.

We realize that investing is not one-size-fits-all. After creating or reviewing your financial plan, Wiser Wealth Management builds custom portfolios using index funds to match your plans long term objectives. Through our custodian, TD Ameritrade Institutional Services, we have access to a virtually unlimited selection of securities, fixed income, Exchange Traded Fund (ETF) and options at low trading cost.

Click here to learn more about how we invest.

Need help managing your company’s retirement plan?

Wiser Wealth Management specializes in retirement plan management and reviews. Qualified retirement savings through your company’s plan is a great way to defer income and save for financial independence. However, if you are invested in the wrong choices within your plan, you probably aren’t maximizing your portfolio’s return. This could leave you having few, or even not enough, funds to support yourself down the road.

Our Credentials

Wiser Wealth Management is comprised of a CPA, Attorney and Financial Planner that make up a team, working for you. These professional designations are the result of, as well as an indication of, the level of knowledge and experience gained in fields related to our business. This helps us to truly assure you that the best options are being chosen to achieve success with your investment portfolio.

Wiser Wealth Management: 678.905.4450  ext 1.

Recent Tweets

wwm twitter

In the last 50 years the S&P 500 has gained 11,200%, assuming dividends are reinvested. The U.S. dollar has lost... http://t.co/I17xqoNWk8
- Monday Apr 20 - 9:00am

wwm twitter

We are happy to announce that Wiser Wealth has been chosen as one of the top 25 small businesses of the year by... http://t.co/MTc23Sz8sz
- Thursday Apr 16 - 11:22pm

Newsletter

Sign up for Wiser's E Newsletter

From Our Blog

Teaching Your Kids About Money

Teaching your kids about money By Casey Smith, President, Wiser® Wealth Management My wife and I w...

Cobb County Top 25 Small Business of the Year

Wiser® Wealth Management named 2015 Top 25 Small Business of the Year Atlanta-area firm recognized ...

2014 – Why You Didn’t Have a Double Digit Gain

By Casey Smith- President, Wiser® Wealth Management As you review your annual statement for 2014, y...

Wiser Wealth Welcomes Peter Fullen, CPA to the firm

We are pleased to announce that Peter Fullen has joined Wiser Wealth Management. Peter will be manag...

Wiser Wealth Management to Sponsor the LMK Foundation Casino Night – Press Release

FOR IMMEDIATE RELEASE Dayna Reed 678-787-1968 [email protected]   Wiser® Wealth Management to ...