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 advisors who hold the CERTIFIED FINANCIAL PLANNER™ certification are required to abide by set standards with the CFP Board. Click the link below to learn more about the CFP Board of Standards.
Learn more about Certified Financial Planners
We are a registered financial advisor 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.
About Fee-Only Network
Our firm is a member of the National Association of Personal Financial Advisors (NAPFA). Click the link below to learn more about NAPFA.
Learn more about NAPFA
Financial planners of our firm 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.
Learn more about FPA
Our firm 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.
Learn more about BBB
Our firm has received the Five Star Wealth Manager Award for the Atlanta area consecutively over the past 11 years. The award is based on 10 objective criteria. Click on the link below to learn more about the award and what criteria is required by wealth managing firms to receive the award.
Learn more about Five Star Wealth Manager Award
Our firm was voted the best Financial Planner for East Cobb for 2021. This award was presented by Atlanta Best Media who publishes the My East Cobb Magazine, which allowed individuals to nominate companies in various categories and then the community votes on the best ones. Click the link below to learn more about this community award.
Learn more about Atlanta Best Media – My East Cobb Magazine
98% Client Satisfation
We calculate our Client Satisfaction percentage based on client feedback results from a satisfaction survey through SurveyMonkey. Our clients receive this survey after each annual review meeting.
99% Client Retention
We calculate our Client Retention percentage based on assets under management (AUM) clients of the firm over the last 5 years. Our formula for determining this number is:
((total # of AUM clients – #of AUM clients who left the firm) / (total # of AUM clients)
Then, we take the average of those 5 years to calculate our average over the 5 year period.
Wiser Wealth Management, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.