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

Portfolio management and financial planning tailored towards your goals.

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FINANCIAL CLARITY

FINANCIAL CONFIDENCE

PEACE OF MIND

FINANCIAL CLARITY

FINANCIAL CONFIDENCE

PEACE OF MIND

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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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Financial Planning Only

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 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

Director of Investments

Michaela Dowdy, CFP®

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 362 reviews

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Eugene

2 weeks ago

We'd like to personally thank Michaela, Caroline and Shawna for guiding our retirement accounts for another very successful year. We fully trust these Wiser professionals with protecting our joint savings that we worked a lifetime to assemble. Thanks again, we're resting pretty easy here in Vancouver, WA.

Andrew N.

1 month ago

Dynasty Wealth has taken my investments to a whole new level. They’ve walked me through their strategy and have delivered with incredible comps. Great team to work with for both experienced and new investors!

Rachel M.

2 months ago

Robin C.

2 months ago

William and Grace have been great to work with! Took such a load off our shoulders to work with thorough and honest professionals who provided impartial, solid advice. Thank you, Wiser Wealth!

Cheryl S.

3 months ago

We are so thankful for Casey and his team at Wiser Wealth Management. The team is always available for any questions, their planning process is very detailed, and we trust their advice.

c M.

3 months ago

Excellent, timely, responsive and relevant. This team is awesome. I appreciate their effort putting our plan together. It was easy to understand and they provided referrals for next steps.

Roger R.

3 months ago

My wife and I recently moved the the area and need to work with a management company in Ga. I was sold on our 1st visit, Very thorough,. They take the time to understand your investment goals and retirement plans.

Chip B.

3 months ago

Our experience with Wiser Wealth has been extremely "comforting" which says a lot for a firm that is talking with you about your money. From the initial introduction meeting with Casey to our follow-up meetings with William and Grace, they have been professional, personable and efficient in mapping out a pre-retirement plan. No hard sells (as they are strictly a fiduciary) and really focused on what would be best for us as their client. Everything presented to us were recommendations, not scare-tactic directives. From watching their YouTube clips and listening to their podcast, they present themselves as genuine and transparent. We feel better prepared as we approach retirement and hope to continue the relationship under their wealth management product. Highly recommended!

Bea B.

3 months ago

I have been widowed for 2 years. My husband always handled finances perfectly. I could never do that so my brother recommended Wiser Wealth. I don’t even have to think or worry about anything. It’s all taken care of and I’ve had a great year.

George M.

3 months ago

What a pleasant experience we've had working with Michaela & Carolyn at Wiser. The tools they used have been extremely helpful in showing a projection on where our investments can go. Very comfortable dealing with them

Alex G.

3 months ago

Outstanding services and experience using them for financial planning!

Valerie P.

4 months ago

I had a financial emergency something that needed to be handled right away. I left a message and I got a call right back. I would highly Recommend Wiser for any of your financial needs

Susan D.

4 months ago

Michaela and Caroline were great to work with. They provided me with a lot of useful information to help me navigate my retirement when the time comes.

Gerard F.

4 months ago

Entire team is exceptional. We’ve been with Casey for several years, only regret is we did not find them sooner. They are very informative, respond quickly and go out of their way to provide excellent service. Highly recommend

Gerard F.

4 months ago

Caroline M.

5 months ago

This firm brings positivity, professionalism and true understanding from start to finish of your personal planning process. Michaela and Caroline did a wonderful job of listening, understanding and creating a plan tailored to our future. We felt heard and guided throughout the entire process. Highly recommend!

Caroline M.

5 months ago

Gustav K.

5 months ago

Michaela, Caroline & Casey were fantastic to work with. They are very knowledgeable and I feel like I have a game plan, and goals, for the next few years! I highly recommend them.

Brandon

5 months 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.

5 months ago

Fantastic to work with. Highly recommend

Gayle L.

5 months 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.

5 months 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.

6 months 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.

David G.

6 months 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.

6 months ago

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

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.

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

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.

Do you have a financial plan, or just investments? Financial planning should be coordinated, intentional, and built around your full life. Everything Your Financial Advisor Won’t Tell You shows how the pieces of a financial plan should work together.

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

Do you have a financial plan, or just investments?

Financial planning should be coordinated, intentional, and built around your full life.

Everything Your Financial Advisor Won’t Tell You shows how the pieces of a financial plan should work together.