Skip to content

What We Do
- Wealth Management
- Flat Fee Financial Planning
Who We Serve
About Us
Resources
Client Access
Schedule a Meeting

Author: wiserwealth

2025 Market Recap & 2026 Outlook: What’s Ahead for Investors
How to Set Smarter Financial Goals for the New Year
How to Retire Early Without Running Out of Money
What Is a Power of Attorney and Why Does Everyone Need One?
Is Crypto Right for You?
Smart Charitable Giving Before December 31st
Under the Radar: Wealth Strategies for the Quietly Rich
Pilot’s Guide to Financial Turbulence: Planning for Medical Disabilities
What should I do five years before I retire?
Crypto Update: Clarity Act, GENIUS Act, and Stablecoins
Built to Last: The History and Future of Wiser Wealth Management
Financial Conversations Every Couple Should Have Before Saying ‘I Do’

Get Wiser, Weekly.

Subscribe now for your curated roundup of financial insights delivered straight to your inbox every week.

Email(Required)

125 Church Street NE
Carmichael Building, Suite 220
Marietta, Georgia 30060

Company

About Us
Careers
Service Areas
FAQ
Contact Us

Services

Wealth Management
Flat Fee Financial Planning

Client Access

Wiser Portal
Schwab
Money Guide Pro
FlightPath

Firm Information

Disclosures
Firm Documents
Form CRS
Form ADV Part 2A
Privacy Policy

Schedule a Meeting

678-820-5144
education@wiserinvestor.com

Google Rating

5.0

Based on 170 reviews

125 Church Street NE
Carmichael Building, Suite 220
Marietta, Georgia 30060

Company

About Us
Careers
Podcast
Service Areas
FAQ
Contact Us

Services

Portfolio Management
Flat Fee Financial Planning

Client Access

Schwab
Money Guide Pro
FlightPath

Firm Information

Disclosures
Firm Documents
Advisor Background Check
Form CRS
Form ADV Part 2A
Privacy Policy

Schedule a Meeting

678-905-4450
education@wiserinvestor.com

Google Rating

5.0

Based on 170 reviews