Comprehensive Financial Planning for a Flat Fee
Financial guidance tailored to you. Your path to financial success begins here.
Comprehensive Financial Planning for a Flat Fee
Financial guidance tailored to you. Your path to financial success begins here.
PEACE OF MIND
TRUSTWORTHY ADVICE
FINANCIAL CLARITY
PEACE OF MIND
TRUSTWORTHY ADVICE
FINANCIAL CLARITY
Click here to learn more about awards we have received as well as our firm’s ratings, advisor designations and associations.
Are you looking for financial advice with no strings attached?
You’re working hard to achieve your financial goals, but you may not have the time or knowledge to do everything on your own. That’s where we come in. Making wise financial decisions is critical, and it helps to have a team of financial planners to navigate through all the options, so you can make the best choices for your future.
At Wiser Wealth Management, we believe everyone should have access to quality financial advice. This is why we offer one-time financial planning for a flat fee, unlike most other financial advisory firms. We create a financial plan and provide recommendations without any ongoing fees. Our pricing is based on complexity and the time involved. Typically the cost will range between $3,500 and $5,000.
Financial Advice You Can Trust
Fiduciary & Fee-Only
Our financial advisors are fiduciaries, meaning they are legally obligated to act in your best interests. Since we are a fee-only firm and do not receive commissions or referral fees, we can evaluate your financial situation and offer advice from an unbiased perspective.
Financial Planning
Our advisors can work with you to develop a comprehensive plan that aligns with your unique circumstances and goals. During our planning process we cover everything from social security, investments, insurance, taxes, estate planning, and more.
Experienced Advice
With a team of credentialed, financial advisors, we bring you over 55 years of combined financial experience. Each member of our team has a unique background that contributes to our clients’ achievements.
Meet the Marietta Financial Advisors who will guide you through every stage of your financial journey.
3 Steps to Gain Confidence in Your Financial Future
Financial planning is a necessary and important part of life, but it doesn’t have to be hard. When it comes to your hard-earned money, you deserve nothing less than the best advice possible. We can help you achieve your financial goals with confidence.

Schedule a Consultation
During a complimentary consultation with one of our financial advisors, we get to know you and your unique situation. We will explain how our financial planning process can help you achieve your financial goals.

Create a Custom Plan
Together, we create a financial plan that is unique to you and helps you move from Point A to Point B. We look at your entire financial picture, clarify your values, define your goals, and develop a path to gain confidence in your financial future.

Reach Your Goals
With the right plan, honest guidance, and user-friendly tools, you’ll be fully equipped to take control of your finances and build a legacy for those you love. You can have peace of mind knowing you are on track to meet your financial goals.
We help clients write their own stories of success. Yours could be next!

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.
Financial Planning Tailored to You
Financial
Planning
Develop a financial plan to guide you in achieving your long term financial goals.
Estate
Planning
We have a network of qualified legal professionals that we can refer you to for your estate planning needs.
Tax
Strategy
We can work alongside your CPA for tax planning purposes or we can refer you to a qualified tax professional.

Investments
If you have investments, we can review your accounts to make sure they are aligned with your long-term goals.
401k
Allocations
Review of your current 401k allocations & recommendations that align with your personal financial objectives.
Education
Savings
Helping you explore the various ways to plan and save for higher education.
Insurance &
Risk Management
Review and evaluate your insurance needs and we can refer you to a qualified professional as needed.
Long Term
Care
Access your need for a long term care policy for medical expenses and care in the future.

Common Questions We Answer with Financial Planning
Will I be able to retire at the age I am hoping to retire?
- Will you help me establish clear financial goals?
- What estate planning documents do I need?
- Do I have enough insurance coverage to protect my family?
- How can I better prepare for financial emergencies?
- What can I do to minimize taxes?
- Should my financial goals change based on recent life changes?
- What is the best way to save for college?
- Can you make recommendations on my current investments?
Modern Technology to Guide You to Financial Success
Have peace of mind on the go with technology Wiser Wealth has for clients to access anywhere.

Keeping you informed on important financial topics related to personal finance, investing, and more!
Should I invest in a vacation home?
Casey Smith2023-11-29T10:50:14-05:00November 29, 2023|
In these short educational videos, the Wiser team discusses a different financial topic each week.
Is a high yield savings account right for you?
Casey Smith2023-11-30T13:31:25-05:00December 1, 2023|
Our podcast covers retirement planning, tax planning, investing, insurance, and estate planning.
Real Estate Market Trends: What to Watch for in 2024 with Tom Townsend
Hadley Glenn2023-12-08T10:07:39-05:00December 11, 2023|
