Accolades

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

SeekingAlpha.com

Awards:

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 – ETFDB.com

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

Quoted:

 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, SeekingAlpha.com, ETF.com, 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!

Recent Tweets

April is Financial Literacy Month, which is a national campaign for both students and adults to bring awareness to financial education. Check out this YouTube video and blog post to learn more! #financialliteracy #finance https://conta.cc/3mP5e1s https://conta.cc/3tnUoSy

On this week's episode of the Wiser Roundtable podcast, the team provides Q1-2021 market commentary and performance results. Listen on Apple podcasts or your favorite listening app.
https://conta.cc/3snVoFj

A new Wiser Roundtable #podcast drops tomorrow where the team discusses Q1-2021 market performance. Listen to a sneak peek before the episode is released tomorrow! #economy #stockmarket

Casey and Matthews tackle five topics in less than 20 minutes on the Wiser Weekly Roundup! Topics include S&P 500 at 4,000, Archegos, Many Can’t Get Mortgages, Suez Canal and the Biden Infrastructure Bill. Watch on YouTube. https://conta.cc/3d4Vlto

Retiring at 50 or even age 55 is possible, you just have to be disciplined. Casey T. Smith provides tips on how to achieve early retirement in today's blog and video short. https://conta.cc/3t8NOj2
https://www.wiserinvestor.com/blog

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