99% Client Retention
Independent Advice
20+ Years of Experience
99% Client Retention
Independent Advice
20+ Years of Experience
Our Mission
Our company was founded over 20 years ago with one goal, to empower people to make confident decisions about their finances, so they can stop worrying about them and start enjoying life. We strive to help people achieve financial clarity so they can focus less on their money and more on living their life. With Wiser Wealth Management, you’ll have the peace of mind knowing an investment advisor is working in your best interest.
Meet the Team
Casey T. Smith
President
Missie Beach, CFP®, CDFA®
Senior Financial Advisor
Andrew Pratt, CFA®
Investment Manager
Alexa Brannen
Director of Operations
Tiffany Spino
Client Services Manager
Michaela Dowdy
Financial Planning Associate
William Medcalf
Financial Planning Associate
Hadley Glenn
Marketing and Brand Manager
Megan Rippe
Client Service Associate
Rebeca Mavromatis
Marketing Assistant
Ken Hoadley
Video Production Manager
Abbey Walker
Operations Assistant
Advisors You Can Trust
Location
We are located inside the Carmichael Building at Marietta Station. The Carmichael Building is the brick building adjacent to the parking lot. Marietta Station is next to the Brickyard and across the street from the First Baptist Church of Marietta.
Parking
Free parking is available in the front lot outside of our building. On a rare occasion that the front parking lot is full, you may have to find a spot to park on Church Street. Street parking is monitored and limited to two hours.
Accessibility
We are located in Suite 220 which is on the main level of the Carmichael Building. To get to our suite, walk up the ramp from the front parking lot and into the brick building on the left. Suite 220 is to the left of the stairs. Public restrooms are available on this level to the right of the stairs.
If you have any specific questions about our office or parking, please call our office at 678-582-9360.
The Wiser Office
