About Us

A Fiduciary, Fee-Only firm dedicated to putting you first.

About Us

A Fiduciary, Fee-Only firm dedicated to putting you first.

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-WiserWealth-round

Casey T. Smith

President
Missie-WiserWealth-round

Missie Beach, CFP®, CDFA®

Senior Financial Advisor
Shawna-WiserWealth-round

Shawna Theriault, CFP®, CPA, CDFA®

Senior Financial Advisor
Andrew

Andrew Pratt, CFA, CBDA

Investment Manager

Alexa Brannen

Vice President of Operations

Tiffany Spino

Client Services Manager

Michaela Dowdy

Financial Planning Associate

William Medcalf

Financial Planning Associate

Hadley Glenn

Marketing and Brand Manager

Abbey Walker

Operations Associate

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

Service-Minded

We are mindful of our client’s spoken and unspoken needs and are driven to find solutions to their problems.

Empathetic

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.

Pro

Professional

We represent our brand in a professional manner and always err on the side of being conservative in our behavior.

Accountable icon

Accountability

We take initiative to solve problems and hold ourselves accountable for our actions.

Advisors You Can Trust

Our Location in Marietta, GA

  • 125 Church St NE
    Suite 220
    Marietta, GA 30060

  • Monday-Friday 9:00AM-5:00PM

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

Ready to take the next step in your financial journey?

separator

Still have questions? We have answers for you.