Financial Education Videos

Financial Education

Wiser Weekly Roundup: March 19, 2021

By Casey Smith|2022-02-15T10:46:50-05:00March 19, 2021|

On today's Wiser Weekly Roundup, Casey and Brad tackle five topics in less than 20 minutes! Topics include whether it is time to refinance your mortgage, 60/40 portfolios, economic stimulus, [...]

Wiser Weekly Roundup: March 11, 2021

By Casey Smith|2022-02-15T10:47:02-05:00March 11, 2021|

On today's Wiser Weekly Roundup, Casey and Matthews tackle five topics in less than 20 minutes! Topics include rising interest rates, NASDAQ volatility, Covid-19 fallout anniversary, ESG misleading and small [...]

Wiser Weekly Roundup: March 8, 2021

By Casey Smith|2022-02-15T10:47:12-05:00March 9, 2021|

Introducing the Wiser Weekly Roundup! Casey T. Smith and Brad Lyons, CFP® discuss five financial topics in the news each week. On this week's show, the team discusses cryptocurrency, electric [...]

Episode 2 – What is Financial Planning?

By Casey Smith|2023-10-26T11:54:17-04:00June 17, 2020|

Why should everyone have a financial plan? What should a financial plan include and what are the best questions to ask your advisor? On today's podcast, the Wiser Wealth Management [...]

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125 Church Street NE
Carmichael Building, Suite 220
Marietta, Georgia 30060

Company

About Us
Careers
Podcast
Service Areas
FAQ
Contact Us

Services

Portfolio Management
Flat Fee Financial Planning

Client Access

Schwab
Money Guide Pro
FlightPath

Firm Information

Disclosures
Firm Documents
Advisor Background Check
Form CRS
Form ADV Part 2A
Privacy Policy

Schedule a Meeting

678-905-4450
education@wiserinvestor.com

Google Rating

5.0

Based on 145 reviews

Wiser Wealth Management, Inc

5.0

review us on See all reviews

1740875541

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.

1740684248

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.

1740413002

So glad I found these guys! I work for the airlines, and everyone seems to be a financial expert in my industry. Casey looks at the big picture, long term and has me on a great path now. Highly recommend! If you are unsure, pick a podcast to listen to they are an easy listen and will give you a sense of what these guys are all about!

1739982025

I am approaching retirement and was looking for a financial firm to help prepare for my next stage in life.
As always, I perform my research on anything I do. I had seen the Wiser Wealth Management link thru Google search numerous times. I did see the different financial planners at Wiser and saw that Shawna had an avaliable time slot that fit my schedule. Shawna and her co worker Adam made me feel welcome including the whole staff that works there. The office is about 20 minutes away from the house so their location is very convenient.
Overall, I am very happy with the decision I made for a financial planner. The firm offers fee based planning or they can manage your portfolio for you. I did feel like Wiser did not pressure me so I decided to go with the fee based planning with Shawna and Adam and the two of them make a great team. Shawna and Adam always make themselves avaliable for questions or just to touch base to see how things are going.
If you are looking for a financial planner, I highly recommend Wiser Wealth Management and very glad a made the decision to join their team.

Doug

1739894961

I am absolutely amazed by the services provided by WWM, in particular Casey Smith. I had a question about a potential real estate investment and had never previously met with a financial planner. I met with Casey, and within 30 minutes I had a very solid picture of what I should do ~ not only about the investment, but an action plan for my overall finances. I am so grateful ~ will DEFINITELY be using them again in the future and recommending them to anyone who needs financial guidance.

Michelle huesman

1739368215

I have been working with Wiser Wealth Management for over 15 years. I wouldn't go anywhere else. All of the staff are helpful, kind, understanding and explain things in terms I can understand and feel at peace about how my money is being protected and growing. I refer people to them all of the time. I am grateful to have them helping me work toward and keep a healthy financial picture as well as when I move into retirement.

1739330038

Wiser ranks a 10 out of 10!!! Casey has an excellent office staff who will go above and beyond to help with any question you might have. I have been extremely impressed with the help he has given me throughout the last twenty plus years. I would highly recommend Wiser Wealth Management and trust me you want be disappointed.

1737297391

We've been working with Wiser for many years and are always impressed with the attention to every detail of our current financial status and goals. The team at Wiser is dedicated to providing the most comprehensive planning.

1734895154

We recommend Wiser Wealth Management to our friends, neighbors, and family whenever the topic of financial advisors comes up. They are a solid team of professionals offering fee-only service, which is refreshing in an industry where most financial advisors/planners are motivated to either sell you something or steer you to invest in whatever instruments their employers are peddling. Wiser Wealth Management offers a true fiduciary relationship and we feel secure knowing they are in our corner.

1733857205

I've had an outstanding experience working with Wiser Wealth Management in Marietta, Georgia. Their expertise and personalized approach truly set them apart. I have used this company for all my retirement planning, investment strategies, and tax optimization. They provided a detailed and customized financial plan that helped me achieve my retirement ahead of schedule. The team is incredibly knowledgable, approachable, and always available to answer my questions with clarity and patience. Thanks to their proactive strategies, my portfolio has seen steady growth even in a volatile market. From the very first consultation, I felt valued and understood. Their personalized approach made all the difference. I HIGHLY RECOMMEND Wiser Wealth Management to anyone looking to secure their financial future with confidence.

1731716731

We have worked with Wiser Wealth Management for two years and we are very pleased with the results. Missie and Michaela are a pleasure to work with as well as being very knowledgeable in all financial areas. They not only give good investment advice but have referred us to excellent local professionals when needed. They are quick to respond to any request. I wouldn’t hesitate to recommend this firm and Missie and Michaela in particular.

1730940878

I hired Wiser Wealth to do a flat fee plan as I am entering retirement soon. I had 3 detailed and informative meeting to go over my goals and financial situation. Shawna and Will took the time to get to know me as a person; were relatable and broke down their recommendations in a way that was easy to digest. They were responsive to my questions and concerns. I would definitely recommend Wiser for anyone who needs a second opinion on retirement planning.

1730127756

I couldn’t be happier with the personalized approach at Wiser Wealth Management! My advisor, Missie, takes the time to ask detailed questions and truly understand my unique financial goals. Her in-depth approach has made all the difference, helping me feel more confident in my financial journey. I see myself getting closer to my goals each day and am thrilled with the tailored guidance and growth I’ve experienced with Wiser. If you’re looking for a financial partner who genuinely cares and offers a personalized touch, I highly recommend Wiser Wealth and their incredible team!

1729634126

We are very grateful for Wiser and the service they provide - they truly have our best interest at heart. Missie Beach has the heart of a teacher, and not only gave us great advice, but helped us fully understand the “why.” The financial world can be murky, mischievous, deceptive…Wiser doesn’t play those games. We look forward to being long-time clients.

1729258709

From the moment we met Casey he was attentive and eager to understand our financial objectives. His patience, knowledge of investment strategies, and collaborative approach allowed us to develop a comprehensive plan to grow our net worth. We continue to be impressed by Casey and his team's loyalty - they are always available to answer our questions and provide valuable guidance. Their professional yet personable demeanor has instilled a high level of confidence, leaving us assured that we made the right decision in partnering with them.

1729001752

We've had the pleasure of working with Wiser Wealth Management for over ten years, and we can't recommend them enough! From the moment my wife and I walked in, the team at Wiser Wealth made us feel welcomed and valued. They took the time to understand our financial goals and provided tailored advice that has truly made a difference over the years.

Their expertise in investment strategies and retirement planning is impressive. As a fiduciary firm we appreciated their transparent approach—no hidden fees, just straightforward guidance. They also run investment risk scenarios which analyze historical data to test your portfolio in the worse possible markets to ensure you will still meet your financial goals.

Overall, Wiser Wealth is a fantastic choice for anyone looking for personalized financial services. If you want a team that genuinely cares about your financial success, look no further than Casey, Missie, Michaela, Tiffany and the team!

1728943018

Wiser Wealth Managment was recommended to me, and after spending a few months working with them on a fee only financial plan, I am more than happy to recommend them for your needs. For reference, I was working with Missie Beach and Michaela Dowdy, and cant say enough about their promptness and communication style. Their attention to details, and guidance on complicated comparisons when it comes to choices that need to be made for my pre retirement issues were immensely helpful.

1727651008

I'm grateful for the guidance and expert assistance of the Wiser Wealth Management team as I go into retirement. Missy and Michaela are professional and pleasant to work with. They have excellent financial knowledge, but the way they personalized a plan for us and answered our many questions is the true value to us. Their unhurried approach made us feel comfortable to ask any question and not feel uncomfortable. There are so many unknowns and going into the process we were quite nervous about it, but after each meeting we walked away feeling confident in our plan.

1726841596

We have been with Casey for thirteen years and has proven to be an exceptional wealth manager. He and his staff have our total trust!

Cheryl Shewmaker

1723981586

We are so thankful for Casey and his team at Wiser Wealth Management. The team is always available for any questions, their planning process is very detailed, and we trust their advice.

1723601438

Shawna and William have been fantastic at guiding us towards our financial goals . They listened well, made excellent suggestions and entertained a lot of questions. We love that they were not just pushing big firm mutual funds on us. Rather, they looked over all areas of our finances (not just 401k) and helped assure us that actions we were taking now would be realized in the future. Lots of achievable short term and realistic actions to help us along the way. We could not recommend this firm enough!

1721952359

Major airline Captain. Was recommended to Casey through a friend of mine and I am glad I went with him. Love his non-fee based approach. God willing for the next 37 years, that would be a substancial amount. I feel confident in calling Casey for a quick question to make sure I am following a good path. He always is responsive within the same day. Highly remind him if you are an airline guy!

1721916635

My wife and I could not be more pleased with the entire Wiser team. They have done an amazing job of managing our portfolio and walking us through our recent transition to retirement. We are confident that they have our best interest at heart. On top of that, they are just nice folks to work with!

1714667594

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.

125 Church Street NE
Carmichael Building, Suite 220
Marietta, Georgia 30060

Company

About Us
Careers
Podcast
Service Areas
FAQ
Contact Us

Services

Portfolio Management
Flat Fee Financial Planning

Client Access

Schwab
Money Guide Pro
FlightPath

Firm Information

Disclosures
Firm Documents
Advisor Background Check
Form CRS
Form ADV Part 2A
Privacy Policy

Schedule a Meeting

678-905-4450
education@wiserinvestor.com

Google Rating

5.0

Based on 145 reviews

Wiser Wealth Management, Inc

5.0

review us on See all reviews

1740875541

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.

1740684248

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.

1740413002

So glad I found these guys! I work for the airlines, and everyone seems to be a financial expert in my industry. Casey looks at the big picture, long term and has me on a great path now. Highly recommend! If you are unsure, pick a podcast to listen to they are an easy listen and will give you a sense of what these guys are all about!

1739982025

I am approaching retirement and was looking for a financial firm to help prepare for my next stage in life.
As always, I perform my research on anything I do. I had seen the Wiser Wealth Management link thru Google search numerous times. I did see the different financial planners at Wiser and saw that Shawna had an avaliable time slot that fit my schedule. Shawna and her co worker Adam made me feel welcome including the whole staff that works there. The office is about 20 minutes away from the house so their location is very convenient.
Overall, I am very happy with the decision I made for a financial planner. The firm offers fee based planning or they can manage your portfolio for you. I did feel like Wiser did not pressure me so I decided to go with the fee based planning with Shawna and Adam and the two of them make a great team. Shawna and Adam always make themselves avaliable for questions or just to touch base to see how things are going.
If you are looking for a financial planner, I highly recommend Wiser Wealth Management and very glad a made the decision to join their team.

Doug

1739894961

I am absolutely amazed by the services provided by WWM, in particular Casey Smith. I had a question about a potential real estate investment and had never previously met with a financial planner. I met with Casey, and within 30 minutes I had a very solid picture of what I should do ~ not only about the investment, but an action plan for my overall finances. I am so grateful ~ will DEFINITELY be using them again in the future and recommending them to anyone who needs financial guidance.

Michelle huesman

1739368215

I have been working with Wiser Wealth Management for over 15 years. I wouldn't go anywhere else. All of the staff are helpful, kind, understanding and explain things in terms I can understand and feel at peace about how my money is being protected and growing. I refer people to them all of the time. I am grateful to have them helping me work toward and keep a healthy financial picture as well as when I move into retirement.

1739330038

Wiser ranks a 10 out of 10!!! Casey has an excellent office staff who will go above and beyond to help with any question you might have. I have been extremely impressed with the help he has given me throughout the last twenty plus years. I would highly recommend Wiser Wealth Management and trust me you want be disappointed.

1737297391

We've been working with Wiser for many years and are always impressed with the attention to every detail of our current financial status and goals. The team at Wiser is dedicated to providing the most comprehensive planning.

1734895154

We recommend Wiser Wealth Management to our friends, neighbors, and family whenever the topic of financial advisors comes up. They are a solid team of professionals offering fee-only service, which is refreshing in an industry where most financial advisors/planners are motivated to either sell you something or steer you to invest in whatever instruments their employers are peddling. Wiser Wealth Management offers a true fiduciary relationship and we feel secure knowing they are in our corner.

1733857205

I've had an outstanding experience working with Wiser Wealth Management in Marietta, Georgia. Their expertise and personalized approach truly set them apart. I have used this company for all my retirement planning, investment strategies, and tax optimization. They provided a detailed and customized financial plan that helped me achieve my retirement ahead of schedule. The team is incredibly knowledgable, approachable, and always available to answer my questions with clarity and patience. Thanks to their proactive strategies, my portfolio has seen steady growth even in a volatile market. From the very first consultation, I felt valued and understood. Their personalized approach made all the difference. I HIGHLY RECOMMEND Wiser Wealth Management to anyone looking to secure their financial future with confidence.

1731716731

We have worked with Wiser Wealth Management for two years and we are very pleased with the results. Missie and Michaela are a pleasure to work with as well as being very knowledgeable in all financial areas. They not only give good investment advice but have referred us to excellent local professionals when needed. They are quick to respond to any request. I wouldn’t hesitate to recommend this firm and Missie and Michaela in particular.

1730940878

I hired Wiser Wealth to do a flat fee plan as I am entering retirement soon. I had 3 detailed and informative meeting to go over my goals and financial situation. Shawna and Will took the time to get to know me as a person; were relatable and broke down their recommendations in a way that was easy to digest. They were responsive to my questions and concerns. I would definitely recommend Wiser for anyone who needs a second opinion on retirement planning.

1730127756

I couldn’t be happier with the personalized approach at Wiser Wealth Management! My advisor, Missie, takes the time to ask detailed questions and truly understand my unique financial goals. Her in-depth approach has made all the difference, helping me feel more confident in my financial journey. I see myself getting closer to my goals each day and am thrilled with the tailored guidance and growth I’ve experienced with Wiser. If you’re looking for a financial partner who genuinely cares and offers a personalized touch, I highly recommend Wiser Wealth and their incredible team!

1729634126

We are very grateful for Wiser and the service they provide - they truly have our best interest at heart. Missie Beach has the heart of a teacher, and not only gave us great advice, but helped us fully understand the “why.” The financial world can be murky, mischievous, deceptive…Wiser doesn’t play those games. We look forward to being long-time clients.

1729258709

From the moment we met Casey he was attentive and eager to understand our financial objectives. His patience, knowledge of investment strategies, and collaborative approach allowed us to develop a comprehensive plan to grow our net worth. We continue to be impressed by Casey and his team's loyalty - they are always available to answer our questions and provide valuable guidance. Their professional yet personable demeanor has instilled a high level of confidence, leaving us assured that we made the right decision in partnering with them.

1729001752

We've had the pleasure of working with Wiser Wealth Management for over ten years, and we can't recommend them enough! From the moment my wife and I walked in, the team at Wiser Wealth made us feel welcomed and valued. They took the time to understand our financial goals and provided tailored advice that has truly made a difference over the years.

Their expertise in investment strategies and retirement planning is impressive. As a fiduciary firm we appreciated their transparent approach—no hidden fees, just straightforward guidance. They also run investment risk scenarios which analyze historical data to test your portfolio in the worse possible markets to ensure you will still meet your financial goals.

Overall, Wiser Wealth is a fantastic choice for anyone looking for personalized financial services. If you want a team that genuinely cares about your financial success, look no further than Casey, Missie, Michaela, Tiffany and the team!

1728943018

Wiser Wealth Managment was recommended to me, and after spending a few months working with them on a fee only financial plan, I am more than happy to recommend them for your needs. For reference, I was working with Missie Beach and Michaela Dowdy, and cant say enough about their promptness and communication style. Their attention to details, and guidance on complicated comparisons when it comes to choices that need to be made for my pre retirement issues were immensely helpful.

1727651008

I'm grateful for the guidance and expert assistance of the Wiser Wealth Management team as I go into retirement. Missy and Michaela are professional and pleasant to work with. They have excellent financial knowledge, but the way they personalized a plan for us and answered our many questions is the true value to us. Their unhurried approach made us feel comfortable to ask any question and not feel uncomfortable. There are so many unknowns and going into the process we were quite nervous about it, but after each meeting we walked away feeling confident in our plan.

1726841596

We have been with Casey for thirteen years and has proven to be an exceptional wealth manager. He and his staff have our total trust!

Cheryl Shewmaker

1723981586

We are so thankful for Casey and his team at Wiser Wealth Management. The team is always available for any questions, their planning process is very detailed, and we trust their advice.

1723601438

Shawna and William have been fantastic at guiding us towards our financial goals . They listened well, made excellent suggestions and entertained a lot of questions. We love that they were not just pushing big firm mutual funds on us. Rather, they looked over all areas of our finances (not just 401k) and helped assure us that actions we were taking now would be realized in the future. Lots of achievable short term and realistic actions to help us along the way. We could not recommend this firm enough!

1721952359

Major airline Captain. Was recommended to Casey through a friend of mine and I am glad I went with him. Love his non-fee based approach. God willing for the next 37 years, that would be a substancial amount. I feel confident in calling Casey for a quick question to make sure I am following a good path. He always is responsive within the same day. Highly remind him if you are an airline guy!

1721916635

My wife and I could not be more pleased with the entire Wiser team. They have done an amazing job of managing our portfolio and walking us through our recent transition to retirement. We are confident that they have our best interest at heart. On top of that, they are just nice folks to work with!

1714667594

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.