Get a Second Opinion from a Fiduciary, Fee-Only Financial Advisor

Portfolio Management and Financial Planning Tailored Toward Your Goals

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Call Now: 678-820-5144

Get a Second Opinion from a Fiduciary, Fee-Only Financial Advisor

Portfolio Management and Financial Planning Tailored Toward Your Goals

Schedule a Meeting

Call Now: 678-250-0595

Portfolio Risk Analysis

Comprehensive Financial Planning

Advisory Fee-Comparison

Portfolio Risk Analysis

Comprehensive Financial Planning

Advisory Fee-Comparison

Do you have confidence in your financial plan?
It never hurts to get a second opinion.

We can work with you to develop a financial plan and evaluate your investment portfolio to see if you’re on the right track to achieve your goals. If you’re not, we’ll make recommendations to help you get there. Even if your investment portfolio appears sound, a second opinion can help increase your confidence. In fact, you may find that it puts you in a much better financial position.

At Wiser Wealth Management, we start with comprehensive financial planning, unlike most financial advisory firms who solely focus on your investments. We look at your overall financial picture, including tax planning, estate planning, retirement, and insurance. Our financial advisors are fiduciaries, meaning they are legally obligated to act in your best interests. Since we are a fee-only firm and do not receive commissions or referral fees, we can evaluate your financial situation from an unbiased perspective.

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Is your investment strategy built for success?

Making financial decisions can be stressful. Knowing that you’ve taken the time to get an unbiased second opinion can provide peace of mind because you have a plan in place to reach your goals.

Gain Confidence in Your Future

Our advisors will create a financial plan and evaluate your investment portfolio. We can suggest strategies that align with your long-term goals and objectives so that you can have confidence in your future.

Get Unbiased Advice

At Wiser, we are fiduciary financial advisors, which means we are legally responsible to act in your best interest at all times. That’s a responsibility we take very seriously.

Identify Opportunities

If your existing plan doesn’t have you on track to reach your investment objectives, we will make recommendations and identify where adjustments are needed.

Address Complex Situations

If your financial situation is complex, involving multiple income streams, investments, tax implications, estate planning, and more, a second opinion can ensure that all aspects are adequately addressed.

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Meet the team who will help make sure your portfolio is on track to meet your financial goals.

Casey T. Smith

President, Principal

Shawna Theriault, CFP®, CPA, CDFA®

Senior Financial Advisor

Andrew Pratt, CFA, CBDA

Investment Manager

Michaela Dowdy, CFP®

Financial Advisor

William Medcalf, CFP®, CBDA

Financial Advisor

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About Us

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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3 Steps to Get a Second Opinion

We’ll take the time to gain a deep understanding of your needs and goals. We want to learn your communication style and which values are most important to you. By tailoring our services to your specific needs, we can help you achieve your financial goals with confidence.

Schedule a Consultation

During a complimentary consultation with one of our advisors, we get to know you and your unique situation. We will explain how our services can help you achieve your financial goals.

Get Honest Guidance

We will develop a plan by evaluating your current financial situation, including your assets, investments, tax implications, and estate planning needs.

Reach Your Goals

With an established plan and second look on your investments, you can have peace of mind knowing you are on track to meet your financial goals.

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

What makes Wiser Wealth Management the best choice for you?

At this stage of your financial journey, it is crucial to have a dedicated team of experts who can provide you with personalized advice and strategic guidance to optimize your wealth.

Portfolio Management

Once we understand your risk tolerance, financial goals, and time horizon, we make recommendations on your investment portfolio that aims to maximize returns while managing risk effectively.

Financial Planning Only

Our custom financial plans provide the flexibility and affordability of working with a fee-only financial advisor on your terms. If you’re not seeking ongoing portfolio management, we can create a personalized financial plan for a flat fee.

A Dedicated Team

Through our team approach, we work together to offer a comprehensive, personalized, and well-coordinated strategy for achieving your financial goals. This can give you greater confidence and peace of mind for the future.

Simple & Transparent Fees

You may be paying more in fees than you realize, which could affect your long-term goals. As fiduciary advisors, we construct our portfolios using low cost investments. There’s no hidden costs, and you know what you’re paying up front.

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

Excellent

Wiser Wealth Management, Inc5.0

Based on 180 reviews

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Robin C.

2 weeks 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 weeks 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 weeks 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.

1 month 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.

1 month 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.

1 month 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.

1 month 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.

2 months ago

Outstanding services and experience using them for financial planning!

Valerie P.

2 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.

2 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.

2 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.

2 months ago

Caroline M.

3 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.

3 months ago

Gustav K.

3 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.

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.

About Us

Common Questions We Answer when Evaluating your Portfolio

Will I be able to retire at the age I am hoping to retire?
Will I outlive my money?
Am I paying too much in fees?
Is my portfolio diversified enough?
Should I rebalance my portfolio?
Does my financial plan have me on track to reach my goals?
Am I taking on too much risk?
Is my rate of return comparable to the market?
What are some tax implications when I start withdrawing from my investments?

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Get a Second Opinion from a Fiduciary, Fee-Only Financial Advisor