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.

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.

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
ATLWM25-CaseySmith-5star-2025

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

Michaela Dowdy

Financial Advisor

William-Headshot-2025

William Medcalf, CFP®

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
Based on 161 reviews
See all reviews
review us on
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!
Roger R.
My wife and I recently moved the the area and need to work with a management company in Ga. I was sold on our 1st visit, Very thorough,. They take the time to understand your investment goals and retirement plans.
John S.
Listen to concerns. Responsive. Explain things very well in easy to understand language. Casey, Grace and the entire team are professional, patient and personable. IMHO and experience, Wiser Wealth Management is first rate.
Nelson R.
Casey and his team are the best! We have faith and confidence in their dedication to providing us with the very best service and returns possible.
Meg H.
My husband and I had a great experience working with the WWM team! Their process was easy and intuitive, which gave us confidence and set us up for success throughout the entire planning process.

They took the time to thoroughly explain each step, answer all our questions, and guide us through decisions and future planning.

By the end of the process, we felt supported, informed, and excited about the future. It’s rare to encounter a team that’s exceptionally skilled, organized and friendly. We couldn’t be happier with our experience and strongly recommend their services!
Steven H.
Wiser has been fantastic in our financial planning! They are always quick to respond, are prepared for meetings and have very informative graphs and outlooks.
eric D.
Fabulous fiduciary financial firm, so happy we found Casey and his Team!
We are free to enjoy our retirement while having Wiser managing our retirement assets.
Don't forget to check out their podcast.
Thanks, Casey Shawna and William
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.

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