Asset Management2024-05-01T05:32:23-04:00

Portfolio Management and Comprehensive Financial Planning Tailored to You

Your path to financial success begins here.

Portfolio Management and Comprehensive Financial Planning Tailored to You

Your path to financial success begins here.

PEACE OF MIND

TRUSTWORTHY ADVICE

FINANCIAL CLARITY

PEACE OF MIND

TRUSTWORTHY ADVICE

FINANCIAL CLARITY

99-Client-Satisfaction
five-star-wealth-manager-2023

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 and objectives?

You’re working hard to achieve your financial goals, but you may not have the time or knowledge to do everything on your own. That’s where we come in. Making wise financial decisions is critical, and it helps to have a team of expert investment advisors to navigate through all the options, so you can make the best choices for your future.

At Wiser Wealth Management, our advisory services go beyond mere investment management. We take a comprehensive approach to wealth management, considering all aspects of your financial life. This includes retirement planning, tax strategies, estate planning, risk management, and charitable giving. We aim to optimize your financial position in every facet, partnering with you for the long-term.

Unlock Your Wealth Potential with our Financial Advisory Services

Entrusting your wealth to a financial advisor that has a fiduciary obligation to act in your best interest offers peace of mind. We will act as your financial steward, working diligently to protect and grow your wealth, so you can enjoy the fruits of your labor without undue stress.

Tailored Wealth Management

We take a comprehensive approach to wealth management, considering all aspects of your financial life. Once we understand your risk tolerance, financial goals, and time horizon, we’ll develop a customized investment portfolio that aims to maximize returns while managing risk effectively.

Fiduciary & Fee-Only

Our financial advisors are fiduciaries, meaning they are legally obligated to act in your best interests. Since we are a fee-only firm and do not receive commissions or referral fees, we can evaluate your financial situation and offer advice from an unbiased perspective.

Holistic Financial Planning

Our advisors can work with you to develop a comprehensive plan that aligns with your unique circumstances and goals. During our planning process we cover everything from social security, investments, insurance, taxes, estate planning, and more.

Experienced
Advice

Our team of credentialed, fiduciary financial advisors brings you over 55 years of combined financial experience. Wiser’s structure ensures a team approach to meet the asset management and financial planning needs of each client.

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

casey

Casey T. Smith

President, Principal

Missie Beach

Missie Beach, CFP®, CDFA®

Senior Financial Advisor

Shawna

Shawna Theriault, CFP®, CPA, CDFA®

Senior Financial Advisor

Andrew

Andrew Pratt, CFA, CBDA

Investment Manager

3 Steps to Gain Confidence in Your Portfolio and Financial Future

Your investment strategy needs to reflect your financial goals. With financial planning, we look at your wants and needs first and then tailor your investment strategy to fit. By tailoring our services to your specific needs, we can help you achieve your financial goals with confidence.

01

Meet With Us

We want to get to know you and your unique situation. We will explain how our wealth management services can help you achieve your financial goals.

02

Create a Custom Plan

We develop a comprehensive plan by evaluating your current financial situation. This includes reviewing your investment portfolio as well as tax implications, insurance and estate planning needs.

03

Reach Your Goals

Once your financial plan is aligned with your investments, we monitor your portfolio and continually update your financial plan. You gain peace of mind knowing you are on track to financial success.

Invest in your future with a financial plan tailored to meet your unique needs.

financial

Financial
Planning

Develop a financial plan to guide you in achieving your long term financial goals.

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 or we can refer you to a qualified tax professional.

retirement

Retirement
Planning

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

401k
Allocations

Review of your current 401k allocations & recommendations that align with your personal financial objectives.

Education
Savings

Helping you explore the various ways to plan and save for higher education.

Insurance &
Risk Management

Review and evaluate your insurance needs and we can refer you to a qualified professional as needed.

long-term

Long Term
Care

Access your need for a long term care policy for medical expenses and care in the future.

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

Wiser Wealth Management, Inc
Excellent
5.0
Based on 104 reviews
review us on
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.
Cliff R.
I don’t worry at all about my investments with Wiser.Absolutely the best
Mike L
Missie Beach and her team do an amazing job. She took the time to listen to our needs and concerns and devised a comprehensive plan to help us achieve our financial goals. My wife and I know we are in great hands with Missie and the team at Wiser Wealth Management
Joe M.
Casey and his team are very professional, thoroughly explain the investment strategy and results, review your goals and plans, and are responsive to any requests.
Christopher N.
Have been with Wiser for eleven years and they have done a fantastic job...so glad that a friend of mine recommended them to me. Thanks to Casey, Missie, and company.
Linda B.
My yearly meeting with our Wiser Wealth Management team went well, as usual. My personal circumstances have changed drastically 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.
Heidi D.
Wiser not only makes me wiser but also confident about my finances!
David B.
I have known Casey for quite a few years now. He runs a good shop, very knowledgeable and responsive. Everyone that works there is a pleasure to deal with.
Joe S.
Our advisor is Casey Smith. Casey thoroughly understands our retirement funds as well as our SEP IRA's. He has invested our money wisely and with very little risk involved while still producing income. If anyone ever asks me to recommend a fiduciary fee only financial advisor, I would highly recommend Casey and his company.
Chris W.
Wiser Wealth Management has been my Financial advisor for the last 22+ years. Casey and his staff has been honest, trustworthy and have done a great job for me and my family! I would recomend them for anybody that is looking for financial advise. Chris Watson
Molly K.
The team here is great, and they always respond so quickly to any questions I have. Highly recommend!
Jenny N.
Wouldn't consider going anywhere else!
Jeff C.
For some reason, Google brings up a review I did some time ago for Wiser Wealth, so Google gets one star.Wiser, however, keeps their five star rating. Casey and the team have continued excellent customer service. All questions and fears about the market are answered. Plus, he is a genuinely great guy to work with, as is the whole team. Really happy they are looking after our money!We found Casey on Facebook. Knew nothing about him. And while we aren't millionaires, he treats us as if we were. And his investment strategy has worked really well for us. We have worked with Casey and his team for quite a few years now. Could not be happier we found him.
Shawn H.
I sought out a wealth management firm because I don’t know everything I need to know in order to produce a solid estate plan for my future. I found Wiser through a recommendation by a co-worker at my airline.From my first meeting with Casey (remote. I live in Utah) I knew I was going to enjoy working with Wiser. Casey immediately came across as relatable, focused and genuinely interested in me as a person and as a client. In the information collection phase I communicated regularly with Casey’s staff. They are top notch employees - extremely thorough and responsive. Subsequent meetings were very pleasant and by the end of the whole process my wife and I feel back in control of our future. We feel like all the loose ends are tied up and that we have a solid plan.I have really loved my experience so far with Wiser. I really like paying the upfront one time fee and then an hourly fee for future consultations. My wife and I are very happy and I certainly recommend Wiser.
Matt R.
Casey and his team at Wiser Wealth Management provide excellent financial planning services. Our family researched several options for wealth management before hearing about Wiser, and we are extremely pleased that we went with Wiser to achieve our financial goals.
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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

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 portfolio?
  • How often will you rebalance my portfolio?
  • Does my financial plan have me on track to reach my goals?

  • Are you able to reduce the risk in my portfolio?
  • What type of investments will you use in my portfolio?
  • How are you able to help minimize taxes in my portfolio?

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.

Resources

Keeping you informed on important financial topics related to personal finance, investing, and more!

In these short educational videos, the Wiser team discusses a different financial topic each week.

Our podcast covers retirement planning, tax planning, investing, insurance, and estate planning.

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

Download your FREE copy now!
Buyer Beware: Why do they keep trying to sell you that annuity?

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