Portfolio Management and Comprehensive Financial Planning Tailored to You

Your path to financial success begins here.

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Call Now: 678-820-5144

Portfolio Management and Comprehensive Financial Planning Tailored to You

Your path to financial success begins here.

Schedule a Meeting

Call Now: 678-820-5144

PEACE OF MIND

TRUSTWORTHY ADVICE

FINANCIAL CLARITY

PEACE OF MIND

TRUSTWORTHY ADVICE

FINANCIAL CLARITY

Click here for important disclosure information and to learn more about awards we have received and our firm’s ratings, advisor designations, and associations.

Are your investments aligned with your financial goals?

You work hard to achieve your financial goals, but managing every aspect on your own can be challenging. That’s where we come in. Making wise financial decisions is crucial, and having a team of advisors can help you navigate your options and make the best choices for your future. With unlimited access to your dedicated financial advisor, you’ll always have guidance when you need it most.

At Wiser Wealth Management, our services extend beyond investment management. We take a comprehensive approach, considering all aspects of your financial life, including retirement planning, tax strategies, estate planning, risk management, charitable giving, and more. Our goal is to optimize your financial position in every area, partnering with you for the long term.

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Unlock Your Wealth Potential

Entrusting your wealth to a financial advisor with a fiduciary duty ensures that your best interests are always the top priority. As your dedicated financial steward, we work diligently to protect and grow your wealth, allowing you to enjoy the rewards of your hard work with confidence and peace of mind.

Tailored Wealth Management

We take a comprehensive approach to wealth management, crafting a custom portfolio that aligns with your risk tolerance, financial goals, and time horizon to maximize returns while effectively managing risk.

Fiduciary and Fee-Only

Our financial advisors are fiduciaries, legally bound to act in your best interests. As a fee-only firm with no commissions or referral fees, we provide unbiased financial advice tailored to your unique situation.

Holistic Financial Planning

Our advisors collaborate with you to create a comprehensive financial plan tailored to your unique goals. Our process covers everything from investments and insurance to taxes, Social Security, estate planning, and more.

Experienced
Advice

Our team of credentialed financial advisors offers over 80 years of combined experience. Wiser’s collaborative structure ensures a team approach to meet each client’s asset management and financial planning needs.

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Our Process

Meet the Marietta Financial Advisors who will guide you through every stage of your financial journey.

Casey T. Smith

President, Principal

Shawna Theriault, CFP®, CPA, CDFA®

Senior Financial Advisor

Andrew Pratt, CFA, CBDA

Director of Investments

Michaela Dowdy, CFP®

Financial Advisor

William Medcalf, CFP®, CBDA

Financial Advisor

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About Us

Invest in your future with a comprehensive financial plan and portfolio management tailored to meet your unique needs.

Financial
Planning

We develop a comprehensive financial plan to guide you in achieving your goals and objectives.

Estate
Planning

We have a network of qualified legal professionals that we can refer you to for your estate planning needs.

Tax Planning
& Strategies

We can work alongside your CPA for tax planning purposes. If needed, we can refer you to a qualified tax professional.

Retirement
Planning

We help you understand medicare, social security, and cash flow as you approach retirement age.

401k
Allocations

We evaluate your 401(k) allocations and provide recommendations that align with your goals.

Education
Savings

We help you explore the various ways to plan and save for education expenses.

Insurance &
Risk Management

We assess your insurance coverage to ensure it adequately protects you against potential risks.

Long Term
Care

We evaluate the potential need for long-term care policies and refer you to a professional as needed.

Tax Loss
Harvesting

We utilize this investment strategy that can help reduce your tax burden.

Cash Flow
Management

We strategically coordinate your various income sources to meet expenses during retirement.

Unlimited Advisor
Access

We want to make sure you always have financial guidance when you need it most.

Wiser Client
Portal

We want you to have access to your finances in real time to stay informed of your financial life.

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3 Steps to Gain Confidence in Your Financial Future

We start by understanding your priorities, then customize your investment approach to align with them. This personalized strategy empowers you to reach your financial goals with confidence.

Schedule a Consultation

During a complimentary consultation with one of our financial advisors, we get to know you and see if we are a good fit. We explain how our services can help you achieve your goals.

Create a Custom Plan

Together, we create a financial plan tailored to your unique needs. We assess your entire financial picture, clarify your values, set clear goals, and develop a path to build confidence in your financial future.

Reach Your Goals

Once your financial plan is aligned with your investments, we continuously monitor and update your portfolio to keep you on track. Enjoy peace of mind knowing you’re on the path to reach your financial goals.

Our Process

About Us

We help clients write their own stories of success. Yours could be next!

Excellent

Wiser Wealth Management, Inc5.0

Based on 187 reviews

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review us on

Barry C.

2 days ago

Casey and his company helped my niece when my sister died. She was overwhelmed with all the details that had to be resolved. He went above and beyond to guide her thru the process. We are forever grateful for his help

Pamela P.

3 days ago

I have been with Wiser since I retired. My family as well as some coworkers have gone with them. Great company to work with and trust them to guide my financial plan.

Joe H.

6 days ago

Shawna and Alex were fanstastic to work with. We felt that they took the time to listen to our needs and prepare a clear plan. We're looking forward to working alongside them for years to come.

Alice B.

2 weeks ago

Linda B.

1 month ago

My yearly meeting with my Wiser Wealth Management team went well, as usual. My personal circumstances have changed and Casey has been there to help with everything as my financier and friend. I enjoy working with Casey and feel that he has my best interests at heart.

Silas S.

1 month ago

My wife and I had an outstanding experience going through the financial planning process with Wiser Wealth Management. They were knowledgeable, professional, and well-prepared, taking the time to understand our financial goals, retirement timeline, and individual circumstances before offering recommendations. We specifically worked with Michaela Dowdy who explained retirement strategies in an easy-to-understand manner and answered all our questions thoroughly. Overall, the meetings exceeded our expectations. We left feeling confident, well-informed, and with a clear understanding of the next steps in planning for my retirement. We would highly recommend their services to anyone seeking knowledgeable and trustworthy retirement financial planning.

Hubert C.

1 month ago

We have been clients of this firm for over a decade, and their service, judgment, and results have consistently exceeded expectations. Under Casey Smith’s leadership, the firm combines strategic expertise with a genuine commitment to client success. They have earned our trust as a long-term partner, and we frankly wouldn’t know what to do without them.

Cameron G.

1 month ago

Shawna and Kyle have been fantastic to work with. They ask a lot of very specific questions and develop a clear and detailed strategy to help you reach your retirement goals.

Gerard F.

6 months ago

Entire team is exceptional. We’ve been with Casey for several years, only regret is we did not find them sooner. They are very informative, respond quickly and go out of their way to provide excellent service. Highly recommend

Caroline M.

6 months ago

This firm brings positivity, professionalism and true understanding from start to finish of your personal planning process. Michaela and Caroline did a wonderful job of listening, understanding and creating a plan tailored to our future. We felt heard and guided throughout the entire process. Highly recommend!

Gustav K.

6 months ago

Michaela, Caroline & Casey were fantastic to work with. They are very knowledgeable and I feel like I have a game plan, and goals, for the next few years! I highly recommend them.

Brandon

7 months ago

We did fee‑only advising with Wiser, and the entire process was frictionless and enjoyable. We met with several financial advisors in the Marietta area, and many were either too focused on selling products or only interested in AUM. From the first call, Wiser was helpful, responsive, and got us scheduled quickly. Shawna and Alex ran our meetings exceptionally well. They were clear about what information they needed, explained our options in plain language, and walked through the benefits and risks of different approaches based on our goals and timeline. Our conversations went beyond just investments to include insurance and estate planning, and we always felt treated as a family—not a sales opportunity. We couldn’t be happier with our experience and highly recommend the Wiser team.

charlie B.

7 months ago

Fantastic to work with. Highly recommend

Gayle L.

7 months ago

Simply the Best As a single senior lady, I have relied on Wiser Wealth over the last eight years for advice in a number of areas. Casey and team have made me feel comfortable and confident in my investment decisions. I highly recommend their services. My 41 year old son and 42 year old daughter are on board too!! The firm has tripled in size. Their podcasts are fun and informative.

Brandon N.

7 months ago

I’ve been with Wiser Wealth Management for several years, and the entire team is consistently professional and thorough in addressing my personal financial needs. I would highly recommend them to anyone looking for a stronger retirement plan or guidance with current financial questions and goals.

Important Disclosure: The above reviews feed directly in real time and are sorted by newest to oldest. These reviews are from our business page on Google, a third-party review aggregator. We do not control or curate the content, although we do respond to new reviews. All reviews appear to be client testimonials, although reviews could be posted by non-clients who want to endorse our services. We are not able to confirm the identities of reviewers and we do not compensate anyone for their review.

Common Questions We Answer About Managing your Portfolio

Will I be able to retire at the age I am hoping to retire?
Will I outlive my money?
What are the costs of managing my portfolio?
How will you diversify my investments?
How often will you rebalance my portfolio?
Does my financial plan have me on track to reach my goals?
Can you reduce the risk in my portfolio?
What type of investments will you use?
Are you able to help minimize taxes in my portfolio?

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Modern Technology to Guide You to Financial Success

Have peace of mind on the go with technology Wiser Wealth Management has for clients to access anywhere.

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Portfolio Management and Comprehensive Financial Planning Tailored to You