GAIN FINANCIAL CLARITY
GAIN CONFIDENCE
GAIN PEACE OF MIND
GAIN FINANCIAL CLARITY
GAIN CONFIDENCE
GAIN PEACE OF MIND
Click here to learn more about awards we have received as well as our firm’s ratings, advisor designations and associations.
Have you struggled to find a financial advisor who understands your needs as a small business owner?
Trying to find the time to navigate the complexities of every financial decision as a small business owner can feel overwhelming. We realize that it’s hard to plan for the future when you’re focused on the day to day operation of your business. Lack of financial clarity can be costly, especially when it comes to something as important as your investment portfolio and developing a long-term plan for your business with retirement in mind.
Most financial advisors don’t specialize in financial planning and asset management for small business owners, but luckily we do. Wiser Wealth Management in Marietta, Georgia specializes in both investment management and developing financial plans with no product sales or commissions, so you can reach your goals with confidence.
Feel confident knowing you’re taking the right steps to plan for both your future and the future of your business.
3 Steps to Gain Confidence in Your Financial Future as a Small Business Owner
1.
Schedule a Consultation with a Financial Advisor
We get to know your financial situation and learn about your business. We will discuss the current problems you face and help you figure out your future goals for both your family and your business.
2.
Design a Custom Financial Plan Together
We create a financial plan tailored to the long-term goals of you and your business. We can introduce other professionals as needed (CPA, Attorney, Insurance, Business Coach).
3.
Implement the Plan and Monitor Your Progress
Our team is dedicated to you and available for anything that may arise as you implement your new plan. Now you can focus more on growing your business, with a path to a more secure financial future.
All of your financial needs in one place.
We help you determine which path is best for you.
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.
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.
We help clients write their own stories of success. Yours could be next!
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.
