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

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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Flat Fee Financial Planning

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 flat fee 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.

Flat Fee Financial Planning

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 173 reviews

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Caroline M.

2 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.

2 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

4 weeks 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.

1 month ago

Fantastic to work with. Highly recommend

Gayle L.

1 month 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.

1 month 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.

Suzanne M.

2 months ago

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.

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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Buyer Beware: Why do they keep trying to sell you that annuity?

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