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

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, Inc

Based on 167 reviews

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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 retirement planning. We are confident that they have our best interests at heart by removing the burden of wealth management from our plates so that we can focus on enjoying our retirement years. Had we attempted this on our own we would have failed miserably. One of the best decisions we have made was selecting Wiser as our financial planning firm. We cannot recommend them highly enough!

Pam S.

you cannot find a better wealth advisor any where in the metro area !!!!!!!!!!!!!!!!!

Robert A.

Pulled into the Wiser schoolhouse for recurrent training last week.

At Wiser this is an hour or so of reviewing documents/statements, checking to see if you're aware of emails, (now called podcasts) and review of any pertinent changes to the Federal Regulations. All this presented by slides and open discussion.
This type of classroom learning may be a distant memory to some folks :)

But as usual, I learned somethings.
I learned that as I have gotten older, my retirement goals have changed. Turns out that playing a lot of golf can hurt your back. (Who knew?)
Also, I learned that changes to the goals, complicates how the portfolio can meet those changes. In other words, I'm going to need the continuing help of the folks a Wiser for the foreseeable future.

Keep in mind:
1. You only get one shot at doing this right (Sound familiar?)
2. Use all available resources to get help
3. The training never ends. (No change there!)

B. Newnan

keith Z.

Casey and his Company has been Great to us. I have Total Faith in them. I have known Casey for many years and even flew with him for years so we have a Very Long History.

John P.

My wife and I are very comfortable and confident in Casey Smith and Company's handling of our finances! Great people, excellent work on our behalf!

Karen G.

John H.

Frank M.

Wiser's low cost, evidence based, straight forward investment philosophy matches well with my preferences. I find the advisors very knowledgeable and focused on the client's (my) interest. They have helped me with my transition to retirement and managing my finances in retirement

LuAnn B.

Wiser Wealth is very attentive to clients. I love that they are not all about the bottom line, they are about doing what is best for their clients. They've done a great job for me. I also love their podcasts and YouTube videos. I listen to most of them. Even if they don't seem to apply to my situation I sometimes learn things that do in fact apply to me. Thanks to you all!

Steve E.

We Highly recommend Wiser Wealth Management for ALL your Wealth Planning needs for sure. From the first call to Casey to the intro to Shawna. Shawna holds a wealth of knowledge from of ALL aspects of wealth Management with the credentials to back it up. With the years of experience, she exudes excellence. She's a great listener then she acts on everything that she goes over. We feel the trust you should have with a wealth manager vs someone just wanting your money for their commissions. Make an appointment with her today you make a decision. With her CPA background it's paramount to have someone that has your back and look out for you. Taxes will make or break you.

James P.

I switched over to Wiser a little over a year ago. Mainly because of Shawna Theriault who I had worked with when I used another firm. The service my wife and I have received from Shawna and the Wiser team has been nothing less than outstanding. They are always readily available, professional and helpful. Of course it also helps that my returns have increased significantly since going with them. At this point in time I wouldn’t trust my financial retirement to anyone else.

Gloria M.

Wiser Wealth Management truly delivers white glove service to their clients. They are very organized in their approach to evaluating your financial situation and goals. Their follow through is impeccable. I was impressed by how knowledgeable and thorough they were, and they addressed not only the questions I had, but gave me helpful information about issues I hadn’t thought to consider. I left my client meetings with Financial Advisor Michaela Dowdy feeling clear about next steps and confident that I had made the right decision in retaining this firm.

Trish L.

Would highly recommend Wiser Wealth Management. Shawna, Alex and William were extremely knowledgeable and personable. The Wiser process from discovery to deliverable is well thought out and the communication is excellent.

Penny M.

Always a pleasure to spend time with our friends and advisors at Wiser! Professional and knowledgeable counsel across all concerns and strategies.

J W K.

We have been with Wiser Wealth Management for many years. They’ve done a great job investing our money and growing our portfolio! We always receive fantastic service anytime we have questions or financial needs. They treats us as if we are their only client. We did not fear our retirement years with this company at the helm!

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