Casey T. Smith, President / Financial Advisor & Planner Awards & Accolades

Casey has been acknowledged over the years in many different capacities for his industry knowledge and expertise. Below is a list of recent and ongoing acknowledgements.

Writer for:

Dallas New Era Newspaper


Cobb Life Magazine “Best Investment Firm” in Cobb County 2019

Atlanta Magazine Metro Atlanta Wealth Manager of the Year – 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019

Top 20 Innovator in the usage of ETFs in America – 2012 –

Berry College – Young Alumni of the Year 2010

Cobb Life Magazine – Top 20 Under 40 – Rising Stars 2010

Beta Gamma Sigma Honoree Member – 2012

Cobb Chamber of Commerce – Top 25 Small Business of the Year 2015


New York Times, Barron’s, The Wall Street Journal, Kiplinger Magazine, Atlanta Journal and Constitution, Marietta Daily Journal, Cobb Business Journal, Berry College Alumni Magazine, Your Trading Edge Magazine, Financial Advisor Magazine,,, Investment News, CNN Radio.

Board Appointments:

WellStar Foundation Board of Directors – 2020

Speaking Engagements:

Global Indexing & ETFs – Phoenix, 2012; Dana Point CA, 2016

ALPA ASA 401k Workshop – 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016

Standard & Poors Workshop Atlanta – 2011, 2012

ETF Conference Shanghai – 2012

Inside ETFs Florida – 2009, 2010, 2012, 2020

Art of Indexing Summit New York – 2010

Inside ETFs Europe Amsterdam – 2010

ETF Summit Singapore – 2009

If you are interested in having Casey speak at your next event, please fill out the contact form and we will be in touch!

Meet Missie Beach, CFP®, CDFA®, Senior Financial Advisor, who is new to our firm! She brings over 20 years of financial planning experience with several large, independent RIA firms prior to joining Wiser. We are excited she has joined our team.

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