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.

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

99-Client-Satisfaction
five-star-wealth-manager-2023

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

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

Trying to find the time to navigate the complexities of every financial decision as a small business owner can feel overwhelming. We realize that it’s hard to plan for the future when you’re focused on the day to day operation of your business. Lack of financial clarity can be costly, especially when it comes to something as important as your investment portfolio and developing a long-term plan for your business with retirement in mind.

Most financial advisors don’t specialize in financial planning and asset management for small business owners, but luckily we do. Wiser Wealth Management in Marietta, Georgia specializes in both investment management and developing financial plans with no product sales or commissions, so you can reach your goals with confidence.

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

Financial Planning and Asset Management for Small 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.

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Work with Someone Who Understands Your Needs

We understand the problems and specific needs that business owners face, and we can help you navigate through it all.

Reach Your Long-Term Financial Goals

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

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

casey

Casey T. Smith

President, Principal

Missie Beach

Missie Beach, CFP®, CDFA®

Senior Financial Advisor

Shawna Theriault

Shawna Theriault, CFP®, CPA, CDFA®

Senior Financial Advisor

Andrew

Andrew Pratt, CFA, CBDA

Investment Manager

3 Steps to Gain Confidence in Your Financial Future as a Small Business Owner

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 to you and available for anything that may arise as you implement your new plan. 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

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

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.

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

Wiser Wealth Management, Inc
Excellent
5.0
Based on 104 reviews
review us on
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.
Cliff R.
I don’t worry at all about my investments with Wiser.Absolutely the best
Mike L
Missie Beach and her team do an amazing job. She took the time to listen to our needs and concerns and devised a comprehensive plan to help us achieve our financial goals. My wife and I know we are in great hands with Missie and the team at Wiser Wealth Management
Joe M.
Casey and his team are very professional, thoroughly explain the investment strategy and results, review your goals and plans, and are responsive to any requests.
Christopher N.
Have been with Wiser for eleven years and they have done a fantastic job...so glad that a friend of mine recommended them to me. Thanks to Casey, Missie, and company.
Linda B.
My yearly meeting with our Wiser Wealth Management team went well, as usual. My personal circumstances have changed drastically and Casey has been there to help with everything as my financier and friend. I enjoy working with Casey and feel that he has my best interests at heart.
Heidi D.
Wiser not only makes me wiser but also confident about my finances!
David B.
I have known Casey for quite a few years now. He runs a good shop, very knowledgeable and responsive. Everyone that works there is a pleasure to deal with.
Joe S.
Our advisor is Casey Smith. Casey thoroughly understands our retirement funds as well as our SEP IRA's. He has invested our money wisely and with very little risk involved while still producing income. If anyone ever asks me to recommend a fiduciary fee only financial advisor, I would highly recommend Casey and his company.
Chris W.
Wiser Wealth Management has been my Financial advisor for the last 22+ years. Casey and his staff has been honest, trustworthy and have done a great job for me and my family! I would recomend them for anybody that is looking for financial advise. Chris Watson
Molly K.
The team here is great, and they always respond so quickly to any questions I have. Highly recommend!
Jenny N.
Wouldn't consider going anywhere else!
Jeff C.
For some reason, Google brings up a review I did some time ago for Wiser Wealth, so Google gets one star.Wiser, however, keeps their five star rating. Casey and the team have continued excellent customer service. All questions and fears about the market are answered. Plus, he is a genuinely great guy to work with, as is the whole team. Really happy they are looking after our money!We found Casey on Facebook. Knew nothing about him. And while we aren't millionaires, he treats us as if we were. And his investment strategy has worked really well for us. We have worked with Casey and his team for quite a few years now. Could not be happier we found him.
Shawn H.
I sought out a wealth management firm because I don’t know everything I need to know in order to produce a solid estate plan for my future. I found Wiser through a recommendation by a co-worker at my airline.From my first meeting with Casey (remote. I live in Utah) I knew I was going to enjoy working with Wiser. Casey immediately came across as relatable, focused and genuinely interested in me as a person and as a client. In the information collection phase I communicated regularly with Casey’s staff. They are top notch employees - extremely thorough and responsive. Subsequent meetings were very pleasant and by the end of the whole process my wife and I feel back in control of our future. We feel like all the loose ends are tied up and that we have a solid plan.I have really loved my experience so far with Wiser. I really like paying the upfront one time fee and then an hourly fee for future consultations. My wife and I are very happy and I certainly recommend Wiser.
Matt R.
Casey and his team at Wiser Wealth Management provide excellent financial planning services. Our family researched several options for wealth management before hearing about Wiser, and we are extremely pleased that we went with Wiser to achieve our financial goals.
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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.

Common Mistakes Business Owners Make

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.

  • Not having a succession plan.

  • Not having proper insurance.

  • Not having a retirement plan.

  • Not utilizing tax incentives for business owners.

  • Not knowing when they need a financial advisor.

  • Not offering retirement benefits for employees.

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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