five star wealth manager

Casey Smith named 2020 Five Star Wealth Manager

Casey Smith has been named a Five Star Wealth Manager by Five Star Professional.  The award is featured in the October 2020 edition of Atlanta Magazine. Each year, Five Star Professionals recognize outstanding Atlanta area wealth managers.  This is Casey’s ninth year on the list.

Five Star Professional uses its own proprietary research methodology to name outstanding professionals, then works with publications such as Atlanta magazine to spread the word about award winners. Each award candidate undergoes a thorough research process before being considered for the award.

“We are honored to be recognized for doing the work we love to do,” said Wiser® Wealth Management President Casey Smith. “To be able to help families on their path to financial freedom is rewarding and humbling.”

Smith has been the recipient of numerous accolades and awards from national and regional organizations. He has also been quoted as a wealth management expert in a variety of publications including The New York Times, Wall Street Journal and Barron’s.

To find out more about Wiser® Wealth Management, visit Fans are encouraged to ‘Like’ Wiser Wealth Management on Facebook, follow on Twitter, follow on Instagram and view on LinkedIn to stay up to date on all news and events. The firm also produces the Wiser Roundtable podcast. Listeners can find the show on their favorite podcast listening app like Apple Podcasts, Google PodcastsTuneIn RadioStitcher and Spotify. For show notes and full episodes, check out the Wiser® Wealth Management blog.

By Published On: September 14, 2020

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