Portfolio Management and Comprehensive Financial Planning Tailored to You

Your path to financial success begins here.

Schedule a Meeting

Call Now: 678-582-9360

Portfolio Management and Comprehensive Financial Planning Tailored to You

Your path to financial success begins here.

Schedule a Meeting

Call Now: 678-582-9360

PEACE OF MIND

TRUSTWORTHY ADVICE

FINANCIAL CLARITY

PEACE OF MIND

TRUSTWORTHY ADVICE

FINANCIAL CLARITY

Click here to learn more about awards we have received as well as 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.

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

Missie Beach, CFP®, CDFA®

Senior Financial Advisor

Shawna Theriault, CFP®, CPA, CDFA®

Senior Financial Advisor

Andrew Pratt, CFA, CBDA

Investment Manager

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About Us

Invest in your future with a financial plan 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.

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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.

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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, Inc

5.0

Based on 110 reviews

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review us on

Cheryl S.

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.

Susie B.

Shawna and William have been fantastic at guiding us towards our financial goals . They listened well, made excellent suggestions and entertained a lot of questions. We love that they were not just pushing big firm mutual funds on us. Rather, they looked over all areas of our finances (not just 401k) and helped assure us that actions we were taking now would be realized in the future. Lots of achievable short term and realistic actions to help us along the way. We could not recommend this firm enough!

Sergio S.

Major airline Captain. Was recommended to Casey through a friend of mine and I am glad I went with him. Love his non-fee based approach. God willing for the next 37 years, that would be a substancial amount. I feel confident in calling Casey for a quick question to make sure I am following a good path. He always is responsive within the same day. Highly remind him if you are an airline guy!

David G.

My wife and I could not be more pleased with the entire Wiser team. They have done an amazing job of managing our portfolio and walking us through our recent transition to retirement. We are confident that they have our best interest at heart. On top of that, they are just nice folks to work with!

Amy R.

The team at Wiser Wealth Management is fantastic. They always respond to my questions and concerns quickly, and offer knowledgable advice. I've been very please over the years with the way they've helped me manage my resources and prepare for the future. I highly recommend working with them, especially if you're not super confident when it comes to financial investing.

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 has for clients to access anywhere.

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Buyer Beware: Why do they keep trying to sell you that annuity?

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Portfolio Management and Comprehensive Financial Planning Tailored to You

Portfolio Management and Comprehensive Financial Planning Tailored to You

Are your investments aligned with your financial goals?

Unlock Your Wealth Potential

Tailored Wealth Management

Fiduciary and Fee-Only

Holistic Financial Planning

Experienced
Advice