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 confidence 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 for important disclosure information and to learn more about awards we have received and 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.​

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, a network of trusted CPAs, and attorneys to guide you through every aspect of life, so you can achieve financial freedom. With unlimited access to your dedicated financial advisor, you’ll always have guidance when you need it most.

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.

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 a financial advisor who knows how to guide you toward your goals. We’re here to provide the support you need to stay on the path to achieve financial freedom.

Working with a financial advisor 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. With our flat fee financial planning, we equip you to make confident decisions about your financial future.

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

Shawna

Shawna Theriault, CFP®, CPA, CDFA®

Senior Financial Advisor

Andrew

Andrew Pratt, CFA, CBDA

Investment Manager

Michaela Dowdy

Financial Advisor

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!​

Excellent
Wiser Wealth Management, Inc
5.0
Based on 145 reviews
See all reviews
review us on
Bea B.
I have been widowed for 2 years. My husband always handled finances perfectly. I could never do that so my brother recommended Wiser Wealth. I don’t even have to think or worry about anything. It’s all taken care of and I’ve had a great year.
Brian C.
I've been with Wiser Wealth Management for a little over a year now and I'm impressed with them ! They always answer or return calls right away whenever I have questions or need answers. During the last year, I have worked with Missie and Andrew and they are fantastic. They are friendly, respectful and treat me as a valued client. I'm Happy I chose Wiser for my investments and would highly recommend them.
D N.
So glad I found these guys! I work for the airlines, and everyone seems to be a financial expert in my industry. Casey looks at the big picture, long term and has me on a great path now. Highly recommend! If you are unsure, pick a podcast to listen to they are an easy listen and will give you a sense of what these guys are all about!
Doug H.
I am approaching retirement and was looking for a financial firm to help prepare for my next stage in life.
As always, I perform my research on anything I do. I had seen the Wiser Wealth Management link thru Google search numerous times. I did see the different financial planners at Wiser and saw that Shawna had an avaliable time slot that fit my schedule. Shawna and her co worker Adam made me feel welcome including the whole staff that works there. The office is about 20 minutes away from the house so their location is very convenient.
Overall, I am very happy with the decision I made for a financial planner. The firm offers fee based planning or they can manage your portfolio for you. I did feel like Wiser did not pressure me so I decided to go with the fee based planning with Shawna and Adam and the two of them make a great team. Shawna and Adam always make themselves avaliable for questions or just to touch base to see how things are going.
If you are looking for a financial planner, I highly recommend Wiser Wealth Management and very glad a made the decision to join their team.

Doug
Lauren R.
I am absolutely amazed by the services provided by WWM, in particular Casey Smith. I had a question about a potential real estate investment and had never previously met with a financial planner. I met with Casey, and within 30 minutes I had a very solid picture of what I should do ~ not only about the investment, but an action plan for my overall finances. I am so grateful ~ will DEFINITELY be using them again in the future and recommending them to anyone who needs financial guidance.
Michelle H.
I have been working with Wiser Wealth Management for over 15 years. I wouldn't go anywhere else. All of the staff are helpful, kind, understanding and explain things in terms I can understand and feel at peace about how my money is being protected and growing. I refer people to them all of the time. I am grateful to have them helping me work toward and keep a healthy financial picture as well as when I move into retirement.
LaTrelle A.
Wiser ranks a 10 out of 10!!! Casey has an excellent office staff who will go above and beyond to help with any question you might have. I have been extremely impressed with the help he has given me throughout the last twenty plus years. I would highly recommend Wiser Wealth Management and trust me you want be disappointed.
Carol O.
We've been working with Wiser for many years and are always impressed with the attention to every detail of our current financial status and goals. The team at Wiser is dedicated to providing the most comprehensive planning.
Jeff K.
We recommend Wiser Wealth Management to our friends, neighbors, and family whenever the topic of financial advisors comes up. They are a solid team of professionals offering fee-only service, which is refreshing in an industry where most financial advisors/planners are motivated to either sell you something or steer you to invest in whatever instruments their employers are peddling. Wiser Wealth Management offers a true fiduciary relationship and we feel secure knowing they are in our corner.
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.

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

Download our FREE guide!
5 Reasons Every Small Business Owner Needs a Financial Advisor

"*" indicates required fields

Name
This field is for validation purposes and should be left unchanged.