Guiding you to financial freedom through life’s pivotal moments.

Portfolio management and financial planning tailored towards your goals.

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Call Now: 678-820-5144

FINANCIAL CLARITY

FINANCIAL CONFIDENCE

PEACE OF MIND

FINANCIAL CLARITY

FINANCIAL CONFIDENCE

PEACE OF MIND

Click here for important disclosure information and to learn more about awards we have received and our firm’s ratings, advisor designations, and associations.

Do you want to reach your financial goals with confidence?

Wiser Wealth Management in Marietta, Georgia specializes in both Wealth Management and Flat Fee Financial Planning with no product sales or commissions, so you can confidently reach your financial goals.

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Financial advice tailored to your specific needs.

RETIREMENT PLANNING

BUSINESS OWNERS

SINGLE AGAIN COMMUNITY

AIRLINE PILOTS

LEGACY PLANNING

INHERITANCE

All of your financial planning needs in one place.
We help you determine which path is best for you.

Wealth Management

Are you looking for portfolio management with comprehensive financial planning?

Wiser offers a unique and total wealth management experience including portfolio management and comprehensive financial planning that is tailored to your specific needs. We have a team of financial advisors, a network of trusted CPAs, and attorneys to guide you through every aspect of life, so you can achieve financial freedom. With unlimited access to your dedicated financial advisor, you’ll always have guidance when you need it most.

We’ll develop a portfolio that is aligned with your financial plan, so you can focus on what matters. With our services, you will be able to relax and enjoy life knowing that your finances are in good hands.

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Flat Fee Financial Planning

Do you manage your own finances but want professional advice on a specific topic?

Financial planning is a necessary and important part of life, but it doesn’t have to be hard. You can get advice from a financial advisor who knows how to guide you toward your goals. We’re here to provide the support you need to stay on the path to achieve financial freedom.

Working with a financial advisor can seem like a daunting task, but it doesn’t have to be. We’ll take the time to get to know you and understand your unique needs so that we can provide tailored advice to help you meet your specific goals. With our flat fee financial planning, we equip you to make confident decisions about your financial future.

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Meet the Marietta Financial Advisors who will guide you through every stage of your financial journey.

Casey T. Smith

President, Principal

Shawna Theriault, CFP®, CPA, CDFA®

Senior Financial Advisor

Andrew Pratt, CFA, CBDA

Investment Manager

Michaela Dowdy

Financial Advisor

William Medcalf, CFP®, CBDA

Financial Advisor

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About Us

3 Steps to Gain Confidence in Your Financial Future

1 Schedule a Consultation with a Financial Advisor

We want to get a sense of who you are and what your goals for the future might be. We will gather detailed information about you.

2 Design a Custom Financial Plan Together

We work with you to create a personalized financial plan covering everything from retirement, investments, and more.

3 Implement the Plan and Monitor your Progress

Our team is dedicated and available for anything that may arise during your journey with us! You get to focus on what’s important in life.

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Our Process

We help clients write their own stories of success. Yours could be next!

Excellent

Wiser Wealth Management, Inc5.0

Based on 171 reviews

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Brandon

3 days ago

We did fee‑only advising with Wiser, and the entire process was frictionless and enjoyable. We met with several financial advisors in the Marietta area, and many were either too focused on selling products or only interested in AUM. From the first call, Wiser was helpful, responsive, and got us scheduled quickly.

Shawna and Alex ran our meetings exceptionally well. They were clear about what information they needed, explained our options in plain language, and walked through the benefits and risks of different approaches based on our goals and timeline. Our conversations went beyond just investments to include insurance and estate planning, and we always felt treated as a family—not a sales opportunity.

We couldn’t be happier with our experience and highly recommend the Wiser team.

charlie B.

2 weeks ago

Fantastic to work with. Highly recommend

Gayle L.

2 weeks ago

Simply the Best
As a single senior lady, I have relied on Wiser Wealth over the last eight years for advice in a number of areas. Casey and team have made me feel comfortable and confident in my investment decisions.
I highly recommend their services. My 41 year old son and 42 year old daughter are on board too!!
The firm has tripled in size. Their podcasts are fun and informative.

Brandon N.

2 weeks ago

I’ve been with Wiser Wealth Management for several years, and the entire team is consistently professional and thorough in addressing my personal financial needs. I would highly recommend them to anyone looking for a stronger retirement plan or guidance with current financial questions and goals.

Suzanne M.

4 weeks ago

Wow—how often do you see a company with 160+ reviews and every single one is five stars? Truly well deserved.

Having the team at Wiser available for advice and guidance has given me real peace of mind. I feel so much safer managing my daughter’s special needs trust and planning for my own retirement.

Suzanne M.

4 weeks ago

David G.

1 month ago

My wife and I could not be more pleased with the entire Wiser team. They have done an amazing job of managing our portfolio and retirement planning. We are confident that they have our best interests at heart by removing the burden of wealth management from our plates so that we can focus on enjoying our retirement years. Had we attempted this on our own we would have failed miserably. One of the best decisions we have made was selecting Wiser as our financial planning firm. We cannot recommend them highly enough!

Pam S.

1 month ago

you cannot find a better wealth advisor any where in the metro area !!!!!!!!!!!!!!!!!

Robert A.

2 months ago

Pulled into the Wiser schoolhouse for recurrent training last week.

At Wiser this is an hour or so of reviewing documents/statements, checking to see if you're aware of emails, (now called podcasts) and review of any pertinent changes to the Federal Regulations. All this presented by slides and open discussion.
This type of classroom learning may be a distant memory to some folks :)

But as usual, I learned somethings.
I learned that as I have gotten older, my retirement goals have changed. Turns out that playing a lot of golf can hurt your back. (Who knew?)
Also, I learned that changes to the goals, complicates how the portfolio can meet those changes. In other words, I'm going to need the continuing help of the folks a Wiser for the foreseeable future.

Keep in mind:
1. You only get one shot at doing this right (Sound familiar?)
2. Use all available resources to get help
3. The training never ends. (No change there!)

B. Newnan

keith Z.

2 months ago

Casey and his Company has been Great to us. I have Total Faith in them. I have known Casey for many years and even flew with him for years so we have a Very Long History.

John P.

2 months ago

My wife and I are very comfortable and confident in Casey Smith and Company's handling of our finances! Great people, excellent work on our behalf!

Karen G.

2 months ago

John H.

2 months ago

Frank M.

2 months ago

Wiser's low cost, evidence based, straight forward investment philosophy matches well with my preferences. I find the advisors very knowledgeable and focused on the client's (my) interest. They have helped me with my transition to retirement and managing my finances in retirement

LuAnn B.

3 months ago

Wiser Wealth is very attentive to clients. I love that they are not all about the bottom line, they are about doing what is best for their clients. They've done a great job for me. I also love their podcasts and YouTube videos. I listen to most of them. Even if they don't seem to apply to my situation I sometimes learn things that do in fact apply to me. Thanks to you all!

Important Disclosure: The above reviews feed directly in real time and are sorted by newest to oldest. These reviews are from our business page on Google, a third-party review aggregator. We do not control or curate the content, although we do respond to new reviews. All reviews appear to be client testimonials, although reviews could be posted by non-clients who want to endorse our services. We are not able to confirm the identities of reviewers and we do not compensate anyone for their review.

What Makes Wiser Wealth Management the Best Choice for You?

Fiduciary Advisors

At Wiser, being a fiduciary means we are legally responsible to act in your best interest and cannot put our own interest ahead of yours. That’s a responsibility we take very seriously, and it drives everything we do for our clients.

Portfolio Management

We provide comprehensive portfolio management paired with financial planning, which is included in our fee. You can worry less about money and enjoy the peace of mind that comes with investment management.

Flat Fee Financial Planning

A financial plan is the first step to a brighter tomorrow. It gives you a roadmap of where you’re going and how you’ll get there. And our team of financial planners can help make that plan as individualized as you are.

Simple & Transparent Fees

Having simple and transparent fees means there’s no need to worry about hidden costs. We have an easy fee structure based on the amount of assets we manage for you or we can use a flat fee. It’s up to you!

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What We Do To Help

At Wiser Wealth Management, we take a different approach to helping people with their finances. We work hard to provide unbiased advice about the products and services available so that you can make an informed decision about what is right for you.

We are committed to you. The advice we provide our clients is the same as what we’d give to a close friend or family member.

Modern Technology to Guide You to Financial Success

Have peace of mind on the go with technology Wiser Wealth has for clients to access anywhere.

Learn More

Guiding you to financial freedom through life’s pivotal moments.

Do you want to reach your financial goals with confidence?

Financial advice tailored to your specific needs.

RETIREMENT PLANNING

BUSINESS OWNERS

SINGLE AGAIN COMMUNITY

AIRLINE PILOTS

LEGACY PLANNING

INHERITANCE

All of your financial planning needs in one place. ​ We help you determine which path is best for you.​

Meet the Marietta Financial Advisors who will guide you through every stage of your financial journey.

3 Steps to Gain Confidence in Your Financial Future​

1

Schedule a Consultation with a Financial Advisor

2

Design a Custom Financial Plan Together

3

Implement the Plan and Monitor​ your Progress

We help clients write their own stories of success. Yours could be next!​

What Makes Wiser Wealth Management the Best Choice for You?​

Fiduciary Advisors

Portfolio Management

Flat Fee Financial Planning

Simple​ & Transparent Fees

What We Do To Help​

Modern Technology to Guide You to Financial Success

Have peace of mind on the go with technology Wiser Wealth has for clients to access anywhere.

Resources

Wiser Blog

Educational Videos

Podcast

Get Wiser, Weekly.

Looking for financial insight from people who care? Have questions about retirement? Our podcast is for you.

All of your financial planning needs in one place.
We help you determine which path is best for you.

3 Steps to Gain Confidence in Your Financial Future

Implement the Plan and Monitor your Progress

We help clients write their own stories of success. Yours could be next!

What Makes Wiser Wealth Management the Best Choice for You?

Simple & Transparent Fees

What We Do To Help