Portfolio Management and Comprehensive Financial Planning Tailored to You

Your path to financial success begins here.

Schedule a Meeting

Call Now: 678-820-5144

Portfolio Management and Comprehensive Financial Planning Tailored to You

Your path to financial success begins here.

Schedule a Meeting

Call Now: 678-820-5144

PEACE OF MIND

TRUSTWORTHY ADVICE

FINANCIAL CLARITY

PEACE OF MIND

TRUSTWORTHY ADVICE

FINANCIAL CLARITY

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

Are your investments aligned with your financial goals?

You work hard to achieve your financial goals, but managing every aspect on your own can be challenging. That’s where we come in. Making wise financial decisions is crucial, and having a team of advisors can help you navigate your options and make the best choices for your future. With unlimited access to your dedicated financial advisor, you’ll always have guidance when you need it most.

At Wiser Wealth Management, our services extend beyond investment management. We take a comprehensive approach, considering all aspects of your financial life, including retirement planning, tax strategies, estate planning, risk management, charitable giving, and more. Our goal is to optimize your financial position in every area, partnering with you for the long term.

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Unlock Your Wealth Potential

Entrusting your wealth to a financial advisor with a fiduciary duty ensures that your best interests are always the top priority. As your dedicated financial steward, we work diligently to protect and grow your wealth, allowing you to enjoy the rewards of your hard work with confidence and peace of mind.

Tailored Wealth Management

We take a comprehensive approach to wealth management, crafting a custom portfolio that aligns with your risk tolerance, financial goals, and time horizon to maximize returns while effectively managing risk.

Fiduciary and Fee-Only

Our financial advisors are fiduciaries, legally bound to act in your best interests. As a fee-only firm with no commissions or referral fees, we provide unbiased financial advice tailored to your unique situation.

Holistic Financial Planning

Our advisors collaborate with you to create a comprehensive financial plan tailored to your unique goals. Our process covers everything from investments and insurance to taxes, Social Security, estate planning, and more.

Experienced
Advice

Our team of credentialed financial advisors offers over 80 years of combined experience. Wiser’s collaborative structure ensures a team approach to meet each client’s asset management and financial planning needs.

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Our Process

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

Invest in your future with a comprehensive financial plan and portfolio management tailored to meet your unique needs.

Financial
Planning

We develop a comprehensive financial plan to guide you in achieving your goals and objectives.

Estate
Planning

We have a network of qualified legal professionals that we can refer you to for your estate planning needs.

Tax Planning
& Strategies

We can work alongside your CPA for tax planning purposes. If needed, we can refer you to a qualified tax professional.

Retirement
Planning

We help you understand medicare, social security, and cash flow as you approach retirement age.

401k
Allocations

We evaluate your 401(k) allocations and provide recommendations that align with your goals.

Education
Savings

We help you explore the various ways to plan and save for education expenses.

Insurance &
Risk Management

We assess your insurance coverage to ensure it adequately protects you against potential risks.

Long Term
Care

We evaluate the potential need for long-term care policies and refer you to a professional as needed.

Tax Loss
Harvesting

We utilize this investment strategy that can help reduce your tax burden.

Cash Flow
Management

We strategically coordinate your various income sources to meet expenses during retirement.

Unlimited Advisor
Access

We want to make sure you always have financial guidance when you need it most.

Wiser Client
Portal

We want you to have access to your finances in real time to stay informed of your financial life.

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3 Steps to Gain Confidence in Your Financial Future

We start by understanding your priorities, then customize your investment approach to align with them. This personalized strategy empowers you to reach your financial goals with confidence.

Schedule a Consultation

During a complimentary consultation with one of our financial advisors, we get to know you and see if we are a good fit. We explain how our services can help you achieve your goals.

Create a Custom Plan

Together, we create a financial plan tailored to your unique needs. We assess your entire financial picture, clarify your values, set clear goals, and develop a path to build confidence in your financial future.

Reach Your Goals

Once your financial plan is aligned with your investments, we continuously monitor and update your portfolio to keep you on track. Enjoy peace of mind knowing you’re on the path to reach your financial goals.

Our Process

About Us

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

Excellent

Wiser Wealth Management, Inc5.0

Based on 175 reviews

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review us on

Gerard F.

2 weeks 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

Caroline M.

4 weeks 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!

Gustav K.

4 weeks 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

1 month 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 months ago

Fantastic to work with. Highly recommend

Gayle L.

2 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.

2 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.

2 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.

2 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.

2 months ago

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

Robert A.

3 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.

3 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.

3 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.

3 months ago

John H.

3 months ago

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.

Common Questions We Answer About Managing your Portfolio

Will I be able to retire at the age I am hoping to retire?
Will I outlive my money?
What are the costs of managing my portfolio?
How will you diversify my investments?
How often will you rebalance my portfolio?
Does my financial plan have me on track to reach my goals?
Can you reduce the risk in my portfolio?
What type of investments will you use?
Are you able to help minimize taxes in my portfolio?

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Modern Technology to Guide You to Financial Success

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

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Portfolio Management and Comprehensive Financial Planning Tailored to You