Comprehensive Financial Planning for a Flat Fee

Financial guidance tailored to you. Your path to financial success begins here.

Schedule a Meeting

Call Now: 678-820-5144

Comprehensive Financial Planning for a Flat Fee

Financial guidance 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.

Flat Fee Financial Advice – No Strings Attached

Achieving your financial goals is important, but handling everything on your own can be overwhelming. That’s where we come in. At Wiser Wealth Management, our team of experienced financial advisors is here to guide you every step of the way. We believe in providing unbiased, high-quality financial advice.

We offer one-time financial planning for a flat fee, starting at $6,750, with no ongoing fees. Together, we create a personalized financial plan tailored to your unique goals, empowering you to make confident, informed decisions as you navigate your financial future.

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Financial Advice You Can Trust

Your hard-earned money deserves the best advice. At Wiser, our advisors are dedicated to putting your best interests first, helping you make the most of your money and achieve your financial goals.

Fiduciary & 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.

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. Each team member brings a unique background, contributing to the success of our clients.

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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

Financial Planning Tailored to You

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
Strategy

We can refer you to a qualified tax professional, for tax planning purposes.

Investments

If you have investments, we review your accounts to make sure they are aligned with your long-term goals.

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.

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3 Steps to Gain Confidence in Your Financial Future

Financial planning is essential, but it doesn’t have to be complicated. You deserve the best advice for your hard-earned money, and our simple three-step process will help you achieve 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

With the right plan, honest guidance, and user-friendly tools, you’ll be fully equipped to take control of your finances and build a legacy for those you love. You can enjoy peace of mind knowing you’re on track to meet 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 187 reviews

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Barry C.

3 days ago

Casey and his company helped my niece when my sister died. She was overwhelmed with all the details that had to be resolved. He went above and beyond to guide her thru the process. We are forever grateful for his help

Pamela P.

4 days ago

I have been with Wiser since I retired. My family as well as some coworkers have gone with them. Great company to work with and trust them to guide my financial plan.

Joe H.

1 week ago

Shawna and Alex were fanstastic to work with. We felt that they took the time to listen to our needs and prepare a clear plan. We're looking forward to working alongside them for years to come.

Alice B.

2 weeks ago

Linda B.

1 month ago

My yearly meeting with my Wiser Wealth Management team went well, as usual. My personal circumstances have changed 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.

Silas S.

1 month ago

My wife and I had an outstanding experience going through the financial planning process with Wiser Wealth Management. They were knowledgeable, professional, and well-prepared, taking the time to understand our financial goals, retirement timeline, and individual circumstances before offering recommendations. We specifically worked with Michaela Dowdy who explained retirement strategies in an easy-to-understand manner and answered all our questions thoroughly. Overall, the meetings exceeded our expectations. We left feeling confident, well-informed, and with a clear understanding of the next steps in planning for my retirement. We would highly recommend their services to anyone seeking knowledgeable and trustworthy retirement financial planning.

Hubert C.

1 month ago

We have been clients of this firm for over a decade, and their service, judgment, and results have consistently exceeded expectations. Under Casey Smith’s leadership, the firm combines strategic expertise with a genuine commitment to client success. They have earned our trust as a long-term partner, and we frankly wouldn’t know what to do without them.

Cameron G.

1 month ago

Shawna and Kyle have been fantastic to work with. They ask a lot of very specific questions and develop a clear and detailed strategy to help you reach your retirement goals.

Gerard F.

6 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

Caroline M.

6 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!

Gustav K.

6 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

7 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.

7 months ago

Fantastic to work with. Highly recommend

Gayle L.

7 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.

7 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.

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 with Financial Planning

Will I be able to retire at the age I am hoping to retire?
Will you help me establish clear financial goals?
What estate planning documents do I need?
Do I have enough insurance coverage to protect my family?
How can I better prepare for financial emergencies?
What can I do to minimize taxes?
Should my financial goals change based on recent life changes?
What is the best way to save for college?
Can you make recommendations on my current investments?

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Comprehensive Financial Planning for a Flat Fee