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

Happy Birthday to the Investment Advisors Act! 75 years ago this month. The Advisers Act provides the legal... http://t.co/01cKG21LNg
- Friday Aug 28 - 2:35pm

wwm twitter

CNBC reports the U.S. economy grew faster than initially thought in the second quarter on solid domestic demand,... http://t.co/vJnHPJd4Wi
- Thursday Aug 27 - 12:39pm

Newsletter

Sign up for Wiser's E Newsletter

From Our Blog

Wiser Welcomes Jana Prance to Our Team

We are excited to announce the addition of Jana Prance to the Wiser team. Jana is a recent graduate ...

Casey’s Blog on Teaching Children About Money Featured in Cobb Business Journal

Casey’s Wiser Blog article on teaching children about money was chosen by the Marietta Daily J...

Right Now You Need to Do Nothing

“Your best move is to stay invested and keep your fingers crossed.”-Jack Bogle, founder,...

LaTrelle Allen Retires

LaTrelle Allen Announces Her Retirement I began working with LaTrelle in late 2004 when I leased off...

Fear is NOT and Investment Strategy

The stock market has been jumpy the last few months. Greece, the Federal Reserve looking to raise in...