Portfolio Management and Comprehensive Financial Planning Tailored to You

Your path to financial success begins here.

Schedule a Meeting

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

Investment Manager

Michaela Dowdy

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 179 reviews

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review us on

Cheryl S.

12 hours ago

We are so thankful for Casey and his team at Wiser Wealth Management. The team is always available for any questions, their planning process is very detailed, and we trust their advice.

c M.

15 hours ago

Excellent, timely, responsive and relevant. This team is awesome. I appreciate their effort putting our plan together. It was easy to understand and they provided referrals for next steps.

Roger R.

1 week ago

My wife and I recently moved the the area and need to work with a management company in Ga. I was sold on our 1st visit, Very thorough,. They take the time to understand your investment goals and retirement plans.

Chip B.

2 weeks ago

Our experience with Wiser Wealth has been extremely "comforting" which says a lot for a firm that is talking with you about your money. From the initial introduction meeting with Casey to our follow-up meetings with William and Grace, they have been professional, personable and efficient in mapping out a pre-retirement plan. No hard sells (as they are strictly a fiduciary) and really focused on what would be best for us as their client. Everything presented to us were recommendations, not scare-tactic directives. From watching their YouTube clips and listening to their podcast, they present themselves as genuine and transparent. We feel better prepared as we approach retirement and hope to continue the relationship under their wealth management product. Highly recommended!

Bea B.

2 weeks ago

I have been widowed for 2 years. My husband always handled finances perfectly. I could never do that so my brother recommended Wiser Wealth. I don’t even have to think or worry about anything. It’s all taken care of and I’ve had a great year.

George M.

3 weeks ago

What a pleasant experience we've had working with Michaela & Carolyn at Wiser. The tools they used have been extremely helpful in showing a projection on where our investments can go. Very comfortable dealing with them

Alex G.

3 weeks ago

Outstanding services and experience using them for financial planning!

Valerie P.

4 weeks ago

I had a financial emergency something that needed to be handled right away. I left a message and I got a call right back. I would highly Recommend Wiser for any of your financial needs

Susan D.

1 month ago

Michaela and Caroline were great to work with. They provided me with a lot of useful information to help me navigate my retirement when the time comes.

Gerard F.

1 month 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

Gerard F.

1 month ago

Caroline M.

2 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!

Caroline M.

2 months ago

Gustav K.

2 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.

Gustav K.

2 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.

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