99% Client Retention
Independent Advice
20+ Years of Experience
Our Mission
At Wiser Wealth Management, we understand that many people are concerned about making the right financial decisions and feel uncertain about who to rely on for help with their financial challenges. We believe everyone deserves a financial advisor committed to working in their best interest, which is why we’ve developed a financial planning and portfolio management process designed to guide our clients toward financial freedom.
Meet the Team
Casey T. Smith
President
Shawna Theriault, CFP®, CPA, CDFA®
Senior Financial Advisor
Andrew Pratt, CFA, CBDA
Investment Manager
Michaela Dowdy
Financial Advisor
Senior Financial Planning Associate Financial Planning Associate
William Medcalf, CFP®
Grace Kennedy
Core Values
Trustworthy
We are honest, truthful, and dependable. We show respect to our clients and earn their trust by acting with integrity.
Service-Minded
We are mindful of our client’s spoken and unspoken needs and are driven to find solutions to their problems.
Empathetic
We listen to our client’s concerns and empathize with their individual circumstances in order to provide them a personalized path to financial success.
Professional
We represent our brand in a professional manner and always err on the side of being conservative in our behavior.
Accountability
We take initiative to solve problems and hold ourselves accountable for our actions.
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
