Financial planning services

Portfolio
Management

Set & achieve goals with a personalized financial plan & asset management.

Hourly financial planning

Hourly
Planning

Hourly clients get professional guidance while creating & executing a financial plan.

Tax Preparation services

Tax Preparation & Legal Services

Our partner CPAs and attorneys provide a seamless & total wealth management experience.

Airline pilot center

Airline
Pilot Center

With thousands of hours logged, Wiser is the leader in fee-only planning for pilots & flight attendants.

Unsure if you are on track for retirement or uncertain about your financial health? Don’t have the time to research every financial decision you make? Confused if your advisor is working in your best interest?

A lack of clarity may be costing you a great deal.

Most people don’t know how much they pay their financial advisor. We develop financial plans working in your best interest with transparent fees and no product sales, guiding you to financial freedom.

Develop A Financial Plan With Our Team

2

We create a financial
plan together

3

We implement and monitor
the plan together

98%

Client Satisfaction

Nine Year Winner

99%

Client Retention

Over the Last 5 Years

How Wiser is Different

  • Our Advisors are Fiduciaries

    We're legally responsible to act in your best interest.

  • There are no Conflicts of Interest

    We NEVER sell or push products. We don’t even offer them.

  • We Build a Financial Plan & Portfolio for You

    Our CFP® professionals evaluate your financial health and build a plan and portfolio tailored just for you.

  • Our Fees are Simple and Transparent

    We have an easy fee structure based on how much in assets we manage for you or billed as a flat fee.

Meet Your Advising Team

Casey T. Smith

President, Principal

Brad Lyons, CFP®

Investment Manager

Matthews Barnett

CFP®, ChFC®, CLU®

Financial Planning Specialist

How can you experience financial freedom and be prepared for the future?

The market is flooded with financial advisors, some acting in your best interest and others who do not. How do you know the difference?

We should all be able to feel secure and trust that our financial advisor is not selling us products or working based on commissions.

Like you, we are frustrated by financial advisors not acting in the best interest of clients. No one should have to experience a product pushing, commission driven financial advisor.

 

Wiser Wealth Management is a fiduciary, fee-only planning firm in Marietta, GA that has transparent fees and will never sell you any product.

We’ve worked with clients for over 18 years and will help you develop a financial plan to clear your path to financial freedom.

Financial planning is offered under a traditional asset under management, fee-only approach. Hourly planning is also available. Quality tax and legal services are offered through seamless professional partnerships.

Schedule a complimentary appointment or give us a call today.

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125 Church Street NE
Carmichael Building, Suite 220
Marietta, Georgia 30060

Wiser Wealth Management, Inc., Investment Advisory Services, Marietta, GA