98% Client Satisfaction
We calculate our Client Satisfaction percentage based on client feedback results from a survey sent through SurveyMonkey. Our clients receives this survey after each annual review meeting and they are not paid to participate. We collect feedback over the calendar year and it resets on January 1st of each year. The above score is based on the calendar year of 2022. On average, 10-15% of our clients who are asked to provide feedback do so. We are not aware of any material conflict of interest on the part of clients who provide Client Satisfaction feedback.
99% Client Retention
We calculate our Client Retention percentage based on assets under management (AUM) clients of the firm over the last 5 years. The formula we use for determining this number each year is: (total # of AUM clients – # of AUM clients who left the firm) / total # of AUM clients. Then, we add up each year’s retention rate and divide by 5 to calculate our client retention percentage over the last 5 year period. This rating is for the years 2018, 2019, 2020, 2021 and 2022.
Google reviews feed directly and at random from our business page on Google. We do not control or curate the content. We cannot verify whether the reviewers are clients of our firm. We have not compensated anyone for their review. Google ratings are based entirely on the aggregate reviews provided by the public and change in real-time. They are not based on a specific time period and it is equally easy to provide a positive review as a negative one.
Casey T. Smith received the 2023 Five Star Wealth Manager Award for the Atlanta Region on 4/7/2023. The award was issued by Five Star Professional (FSP) for the time period 11/14/2022 through 3/31/2023. We paid nothing to obtain this rating, though we pay FSP for use of marketing materials related to the award. The award does not assess client experience or opinions and is not an endorsement of Wiser Wealth by FSP. Casey has received the Five Star Wealth Manager Award for the Atlanta area consecutively over the past 12 years. The award is based on 10 objective criteria. Click the link below to learn more about the award criteria.
Wiser Wealth Management was voted the Best of Georgia™ winner in the Financial Advisors category on 11/02/2022. The award was issued by the Georgia Business Journal (GBJ). Best of Georgia winner is the highest and ultimate designation given to the business that rakes in the greatest number of votes in their category. We did not pay to be included in the nomination and voting process, though we did pay GBJ for marketing use of the award. Both employees and clients of the firm participated in voting for this award. Click the link below to find out more about how the Best of Georgia™ award works.
We were voted second place in the Investment Firm category for Best of Cobb 2023 on 1/27/2023. The Best of Cobb award is issued by Cobb Life Magazine. Cobb Life Magazine is published by the Marietta Daily Journal. We did not pay to be included in the nomination and voting process for the award. Both employees and clients of the firm participated in voting for this award. Click the link below to learn more about the 2023 award.
Wiser Wealth Management ranked as one of the top 20 Financial Advisors in Atlanta by Expertise.com for 2022. We did not pay to be included in the nomination and selection process. Expertise.com has specific selection criteria for this award including community, awards, reviews and they call each company as a potential client. You can view their selection process in detail by clicking the link below.
We were voted the 2021 Best Financial Planner for East Cobb on 5/26/21. This award is sponsored by Atlanta Best Media, which publishes the My East Cobb Magazine. We did not pay to be included in the nomination and voting process, though we did pay Atlanta Best Media for marketing use of the award. Both employees and clients of the firm participated in voting for this award. Click the link below to learn more about the 2021 award.
Missie Beach is a Certified Divorce Financial Analyst® professional. She received this certification from The Institute of Certified Divorce Financial Analysts®. IDFA® is the premier national organization dedicated to the certification, education and promotion of the use of financial professionals in the divorce arena. Click the link below to learn more about the IDFA® organization and the CDFA® certification requirements.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Our firm has two advisors who hold the CERTIFIED FINANCIAL PLANNER™ certification: Missie Beach, CFP®, CDFA® and Brad Lyons, CFP®. CFP® professionals are required to abide by set standards with the CFP Board. Click the link below to learn more about the CFP Board of Standards.
Wiser Wealth Management advisors are registered with the Fee-Only Network. In order to be affiliated with the Fee-Only Network, a firm must be independent, fee-only and a fiduciary. Click the link below to learn more about the Fee-Only Network.
Wiser Wealth Management advisors are members of the National Association of Personal Financial Advisors (NAPFA). Click the link below to learn more about NAPFA membership.
Wiser Wealth Management’s financial planners are members of the Financial Planning Association (FPA). Click the link below to learn more about the FPA membership organization and their requirements for associated professionals.
Casey Smith is a Leadership Council Member of the National Small Business Association (NSBA). NSBA Leadership Council members are a diverse group of business owners that share the common attribute of being leaders in their communities. Please click the link below to learn more about the NSBA.
Wiser Wealth Management is an Accredited Business with the Better Business Bureau® (BBB®). Click on the link below to learn about the BBB® as well as information on our firm’s rating, history and more.