Empowering Business Owners through Tailored Financial Guidance

Feel confident knowing you’re taking the right steps to plan for both your future and the future of your business.

Portfolio Management and Financial Planning for Small Business Owners

Feel confident knowing you’re taking the right steps to plan for both your future and the future of your business.

GAIN FINANCIAL CLARITY

GAIN CONFIDENCE

GAIN PEACE OF MIND

GAIN FINANCIAL CLARITY

GAIN CONFIDENCE

GAIN PEACE OF MIND

Have you struggled to find a financial advisor who understands your needs as a business owner?

Trying to find the time to navigate the complexities of every financial decision as a business owner can feel overwhelming. It’s hard to plan for the future when you’re focused on the day to day operation of your business.

Wiser Wealth Management in Marietta, Georgia specializes in wealth management and financial planning for business owners. We want to help you reach your goals with confidence.

Financial Planning and Wealth Management for Business Owners

Our financial advice is tailored to help you achieve financial success both in and out of your business.

strategy

Succession Planning and Exit Strategies

We can partner with CPAs, attorneys and insurance professionals to develop a plan of action for the future of your business.

money-growth

Grow Your Wealth In and Out of Your Business

We can discuss various investment strategies and retirement plan options for both your business and personal finances.

Improved Time Management

By working with Wiser, you’ll have more time to focus on running your business while knowing your personal finances are in good hands.

Custom Financial Strategy

Once we create a financial plan together, we will monitor your progress to help keep you on track towards meeting your goals.

99-Client-Satisfaction
five-star-wealth-manager-2024

Click here to learn more about awards we have received as well as our firm’s ratings, advisor designations and associations.

3 Steps to Gain Confidence in Your Financial Future

1

Schedule a Consultation with a Financial Advisor

We get to know your financial situation and learn about your business. We will discuss the current problems you face and help you figure out your future goals for both your family and your business.

2

Design a Custom Financial Plan Together

We create a financial plan tailored to the long-term goals of you and your business. We can introduce other professionals as needed (CPA, Attorney, Insurance, Business Coach).

3

Implement the Plan and Monitor Your Progress

Our team is dedicated and available for anything that may arise during your journey with us! Now you can focus more on growing your business, with a path to a more secure financial future.

All of your financial needs in one place. ​
We help you determine which path is best for you.​

financial-planning

Wealth Management​

Are you looking for portfolio management with comprehensive financial planning?

Wiser offers a unique and total wealth management experience including portfolio management and comprehensive financial planning that is tailored to your specific needs. We have a team of financial advisors and a network of trusted CPAs and attorneys to guide you through every aspect of life, so you can achieve financial freedom.​

​We’ll develop a portfolio that is aligned with your financial plan, so you can focus on what matters. With our services, you will be able to relax and enjoy life knowing that your finances are in good hands.

hourly-financial

Flat Fee Financial Planning​​

Do you manage your own finances but want professional advice on a specific topic?

​Financial planning is a necessary and important part of life, but it doesn’t have to be hard. You can get advice from someone who has done this for over 20 years! We’re here to provide the expertise and support you need to stay on the path to achieve financial freedom.

​Working with a financial planner can seem like a daunting task, but it doesn’t have to be. We’ll take the time to get to know you and understand your unique needs so that we can provide tailored advice to help you meet your specific goals.

Do you have the following in place for your business? If not, we can help.

You don’t have to figure it all out on your own. We know it can be hard to take the time to research solutions to problems and opportunities you face. We understand business owners and can help you plan for your financial future.

  • Succession Plan
  • Proper Insurance

  • Retirement Plan

  • Tax Planning Strategy

  • Custom Financial Plan

  • Retirement Benefits for Employees

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

Casey

Casey T. Smith

President, Principal

Missie Beach, CFP®, CDFA®

Senior Financial Advisor

Shawna

Shawna Theriault, CFP®, CPA, CDFA®

Senior Financial Advisor

Andrew

Andrew Pratt, CFA, CBDA

Investment Manager

Feel confident knowing you’re taking the right steps to plan for both your future and the future of your business.

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

Wiser Wealth Management, Inc
Excellent
Wiser Wealth Management, Inc
5.0
Based on 130 reviews
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Ann T.
I've had an outstanding experience working with Wiser Wealth Management in Marietta, Georgia. Their expertise and personalized approach truly set them apart. I have used this company for all my retirement planning, investment strategies, and tax optimization. They provided a detailed and customized financial plan that helped me achieve my retirement ahead of schedule. The team is incredibly knowledgable, approachable, and always available to answer my questions with clarity and patience. Thanks to their proactive strategies, my portfolio has seen steady growth even in a volatile market. From the very first consultation, I felt valued and understood. Their personalized approach made all the difference. I HIGHLY RECOMMEND Wiser Wealth Management to anyone looking to secure their financial future with confidence.
Vicki A.
We have worked with Wiser Wealth Management for two years and we are very pleased with the results. Missie and Michaela are a pleasure to work with as well as being very knowledgeable in all financial areas. They not only give good investment advice but have referred us to excellent local professionals when needed. They are quick to respond to any request. I wouldn’t hesitate to recommend this firm and Missie and Michaela in particular.
Tony A.
I hired Wiser Wealth to do a flat fee plan as I am entering retirement soon. I had 3 detailed and informative meeting to go over my goals and financial situation. Shawna and Will took the time to get to know me as a person; were relatable and broke down their recommendations in a way that was easy to digest. They were responsive to my questions and concerns. I would definitely recommend Wiser for anyone who needs a second opinion on retirement planning.
Heather R.
I couldn’t be happier with the personalized approach at Wiser Wealth Management! My advisor, Missie, takes the time to ask detailed questions and truly understand my unique financial goals. Her in-depth approach has made all the difference, helping me feel more confident in my financial journey. I see myself getting closer to my goals each day and am thrilled with the tailored guidance and growth I’ve experienced with Wiser. If you’re looking for a financial partner who genuinely cares and offers a personalized touch, I highly recommend Wiser Wealth and their incredible team!
Randall L.
We are very grateful for Wiser and the service they provide - they truly have our best interest at heart. Missie Beach has the heart of a teacher, and not only gave us great advice, but helped us fully understand the “why.” The financial world can be murky, mischievous, deceptive…Wiser doesn’t play those games. We look forward to being long-time clients.
S E.
From the moment we met Casey he was attentive and eager to understand our financial objectives. His patience, knowledge of investment strategies, and collaborative approach allowed us to develop a comprehensive plan to grow our net worth. We continue to be impressed by Casey and his team's loyalty - they are always available to answer our questions and provide valuable guidance. Their professional yet personable demeanor has instilled a high level of confidence, leaving us assured that we made the right decision in partnering with them.
Justin P.
We've had the pleasure of working with Wiser Wealth Management for over ten years, and we can't recommend them enough! From the moment my wife and I walked in, the team at Wiser Wealth made us feel welcomed and valued. They took the time to understand our financial goals and provided tailored advice that has truly made a difference over the years.Their expertise in investment strategies and retirement planning is impressive. As a fiduciary firm we appreciated their transparent approach—no hidden fees, just straightforward guidance. They also run investment risk scenarios which analyze historical data to test your portfolio in the worse possible markets to ensure you will still meet your financial goals.Overall, Wiser Wealth is a fantastic choice for anyone looking for personalized financial services. If you want a team that genuinely cares about your financial success, look no further than Casey, Missie, Michaela, Tiffany and the team!
Darren L.
Wiser Wealth Managment was recommended to me, and after spending a few months working with them on a fee only financial plan, I am more than happy to recommend them for your needs. For reference, I was working with Missie Beach and Michaela Dowdy, and cant say enough about their promptness and communication style. Their attention to details, and guidance on complicated comparisons when it comes to choices that need to be made for my pre retirement issues were immensely helpful.
Kelly O.
I'm grateful for the guidance and expert assistance of the Wiser Wealth Management team as I go into retirement. Missy and Michaela are professional and pleasant to work with. They have excellent financial knowledge, but the way they personalized a plan for us and answered our many questions is the true value to us. Their unhurried approach made us feel comfortable to ask any question and not feel uncomfortable. There are so many unknowns and going into the process we were quite nervous about it, but after each meeting we walked away feeling confident in our plan.
bruce D.
We have been with Casey for thirteen years and has proven to be an exceptional wealth manager. He and his staff have our total trust!
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.
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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.

5 Reasons Every Small Business Owner Needs a Financial Advisor

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5 Reasons Every Small Business Owner Needs a Financial Advisor

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