Wiser Wealth Management – Homepage2024-06-06T02:51:48-04:00

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

Portfolio management and financial planning tailored towards your goals.

FINANCIAL CLARITY

FINANCIAL SUCCESS

PEACE OF MIND

GAIN FINANCIAL CLARITY

GAIN FINANCIAL SUCCESS

GAIN PEACE OF MIND

99-Client-Satisfaction
five-star-wealth-manager-2023

Click here to learn more about awards we have received as well as our firm’s ratings, advisor designations and associations.

Do you want to reach your financial goals with confidence and clarity?

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 reach your financial goals with confidence.

Financial advice tailored to your specific needs.

RETIREMENT PLANNING

BUSINESS OWNERS

SINGLE AGAIN COMMUNITY

AIRLINE PILOTS

LEGACY PLANNING

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

financial-planning

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 and a network of trusted CPAs and attorneys to guide you through every aspect of life, so you can achieve financial freedom.​

​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.

hourly-financial

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 someone who has done this for over 20 years! We’re here to provide the expertise and support you need to stay on the path to achieve financial freedom.

​Working with a financial planner 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.

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

casey

President, Principal

Missie Beach

Senior Financial Advisor

Shawna

Senior Financial Advisor

Andrew

Investment Manager

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.

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

Wiser Wealth Management, Inc
Excellent
5.0
Based on 104 reviews
review us on
Amy R.
The team at Wiser Wealth Management is fantastic. They always respond to my questions and concerns quickly, and offer knowledgable advice. I've been very please over the years with the way they've helped me manage my resources and prepare for the future. I highly recommend working with them, especially if you're not super confident when it comes to financial investing.
Cliff R.
I don’t worry at all about my investments with Wiser.Absolutely the best
Mike L
Missie Beach and her team do an amazing job. She took the time to listen to our needs and concerns and devised a comprehensive plan to help us achieve our financial goals. My wife and I know we are in great hands with Missie and the team at Wiser Wealth Management
Joe M.
Casey and his team are very professional, thoroughly explain the investment strategy and results, review your goals and plans, and are responsive to any requests.
Christopher N.
Have been with Wiser for eleven years and they have done a fantastic job...so glad that a friend of mine recommended them to me. Thanks to Casey, Missie, and company.
Linda B.
My yearly meeting with our Wiser Wealth Management team went well, as usual. My personal circumstances have changed drastically and Casey has been there to help with everything as my financier and friend. I enjoy working with Casey and feel that he has my best interests at heart.
Heidi D.
Wiser not only makes me wiser but also confident about my finances!
David B.
I have known Casey for quite a few years now. He runs a good shop, very knowledgeable and responsive. Everyone that works there is a pleasure to deal with.
Joe S.
Our advisor is Casey Smith. Casey thoroughly understands our retirement funds as well as our SEP IRA's. He has invested our money wisely and with very little risk involved while still producing income. If anyone ever asks me to recommend a fiduciary fee only financial advisor, I would highly recommend Casey and his company.
Chris W.
Wiser Wealth Management has been my Financial advisor for the last 22+ years. Casey and his staff has been honest, trustworthy and have done a great job for me and my family! I would recomend them for anybody that is looking for financial advise. Chris Watson
Molly K.
The team here is great, and they always respond so quickly to any questions I have. Highly recommend!
Jenny N.
Wouldn't consider going anywhere else!
Jeff C.
For some reason, Google brings up a review I did some time ago for Wiser Wealth, so Google gets one star.Wiser, however, keeps their five star rating. Casey and the team have continued excellent customer service. All questions and fears about the market are answered. Plus, he is a genuinely great guy to work with, as is the whole team. Really happy they are looking after our money!We found Casey on Facebook. Knew nothing about him. And while we aren't millionaires, he treats us as if we were. And his investment strategy has worked really well for us. We have worked with Casey and his team for quite a few years now. Could not be happier we found him.
Shawn H.
I sought out a wealth management firm because I don’t know everything I need to know in order to produce a solid estate plan for my future. I found Wiser through a recommendation by a co-worker at my airline.From my first meeting with Casey (remote. I live in Utah) I knew I was going to enjoy working with Wiser. Casey immediately came across as relatable, focused and genuinely interested in me as a person and as a client. In the information collection phase I communicated regularly with Casey’s staff. They are top notch employees - extremely thorough and responsive. Subsequent meetings were very pleasant and by the end of the whole process my wife and I feel back in control of our future. We feel like all the loose ends are tied up and that we have a solid plan.I have really loved my experience so far with Wiser. I really like paying the upfront one time fee and then an hourly fee for future consultations. My wife and I are very happy and I certainly recommend Wiser.
Matt R.
Casey and his team at Wiser Wealth Management provide excellent financial planning services. Our family researched several options for wealth management before hearing about Wiser, and we are extremely pleased that we went with Wiser to achieve our financial goals.
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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!

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.

Resources

Keeping you informed on important financial topics related to personal finance, investing, and more!

In these short educational videos, the Wiser team discusses a different financial topic each week.

Our podcast covers retirement planning, tax planning, investing, insurance, and estate planning.

Our Guides

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