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
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.
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.

Schedule a Consultation
During a complimentary consultation with one of our financial advisors, we get to know you and your unique situation. We will explain how our investment management services can help you achieve your financial goals.

Create a Custom Plan
We will partner together to 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.

Reach Your Goals
Once your financial plan is aligned with your investments, we keep a close eye on your portfolio, stay up to date on changing tax codes, and monitor your financial plan. You can have peace of mind knowing you are on track to meet your financial goals.
Invest in your future with a financial plan tailored to meet your unique needs.
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
Strategy
We can work alongside your CPA for tax planning purposes or we can refer you to a qualified tax professional.
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
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!

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 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.

Keeping you informed on important financial topics related to personal finance, investing, and more!
Should I invest in a vacation home?
Casey Smith2023-11-29T10:50:14-05:00November 29, 2023|
In these short educational videos, the Wiser team discusses a different financial topic each week.
Is a high yield savings account right for you?
Casey Smith2023-11-30T13:31:25-05:00December 1, 2023|
Our podcast covers retirement planning, tax planning, investing, insurance, and estate planning.
Real Estate Market Trends: What to Watch for in 2024 with Tom Townsend
Hadley Glenn2023-12-08T10:07:39-05:00December 11, 2023|
