Comprehensive Financial Planning for a Flat Fee

Financial guidance tailored to you. Your path to financial success begins here.

Schedule a Meeting

Call Now: 678-820-5144

Comprehensive Financial Planning for a Flat Fee

Financial guidance tailored to you. Your path to financial success begins here.

Schedule a Meeting

Call Now: 678-820-5144

PEACE OF MIND

TRUSTWORTHY ADVICE

FINANCIAL CLARITY

PEACE OF MIND

TRUSTWORTHY ADVICE

FINANCIAL CLARITY

Click here for important disclosure information and to learn more about awards we have received and our firm’s ratings, advisor designations, and associations.

Flat Fee Financial Advice – No Strings Attached

Achieving your financial goals is important, but handling everything on your own can be overwhelming. That’s where we come in. At Wiser Wealth Management, our team of experienced financial advisors is here to guide you every step of the way. We believe in providing unbiased, high-quality financial advice.

We offer one-time financial planning for a flat fee, starting at $6,750, with no ongoing fees. Together, we create a personalized financial plan tailored to your unique goals, empowering you to make confident, informed decisions as you navigate your financial future.

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Financial Advice You Can Trust

Your hard-earned money deserves the best advice. At Wiser, our advisors are dedicated to putting your best interests first, helping you make the most of your money and achieve your financial goals.

Fiduciary & Fee-Only

Our financial advisors are fiduciaries, legally bound to act in your best interests. As a fee-only firm with no commissions or referral fees, we provide unbiased financial advice tailored to your unique situation.

Financial Planning

Our advisors collaborate with you to create a comprehensive financial plan tailored to your unique goals. Our process covers everything from investments and insurance to taxes, Social Security, estate planning, and more.

Experienced Advice

Our team of credentialed financial advisors offers over 80 years of combined experience. Each team member brings a unique background, contributing to the success of our clients.

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Meet the Marietta Financial Advisors who will guide you through every stage of your financial journey.

Casey T. Smith

President, Principal

Shawna Theriault, CFP®, CPA, CDFA®

Senior Financial Advisor

Andrew Pratt, CFA, CBDA

Director of Investments

Michaela Dowdy, CFP®

Financial Advisor

William Medcalf, CFP®, CBDA

Financial Advisor

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About Us

Financial Planning Tailored to You

Financial
Planning

We develop a comprehensive financial plan to guide you in achieving your goals and objectives.

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 refer you to a qualified tax professional, for tax planning purposes.

Investments

If you have investments, we review your accounts to make sure they are aligned with your long-term goals.

401k
Allocations

We evaluate your 401(k) allocations and provide recommendations that align with your goals.

Education
Savings

We help you explore the various ways to plan and save for education expenses.

Insurance &
Risk Management

We assess your insurance coverage to ensure it adequately protects you against potential risks.

Long Term
Care

We evaluate the potential need for long-term care policies and refer you to a professional as needed.

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3 Steps to Gain Confidence in Your Financial Future

Financial planning is essential, but it doesn’t have to be complicated. You deserve the best advice for your hard-earned money, and our simple three-step process will 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 see if we are a good fit. We explain how our services can help you achieve your goals.

Create a Custom Plan

Together, we create a financial plan tailored to your unique needs. We assess your entire financial picture, clarify your values, set clear goals, and develop a path to build 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 enjoy peace of mind knowing you’re on track to meet your financial goals.

Our Process

About Us

We help clients write their own stories of success. Yours could be next!

Excellent

Wiser Wealth Management, Inc5.0

Based on 368 reviews

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Linda B.

6 days ago

My yearly meeting with my Wiser Wealth Management team went well, as usual. My personal circumstances have changed and Casey has been there to help with everything as my financier and friend. I enjoy working with Casey and feel that he has my best interests at heart.

Silas S.

1 week ago

My wife and I had an outstanding experience going through the financial planning process with Wiser Wealth Management. They were knowledgeable, professional, and well-prepared, taking the time to understand our financial goals, retirement timeline, and individual circumstances before offering recommendations. We specifically worked with Michaela Dowdy who explained retirement strategies in an easy-to-understand manner and answered all our questions thoroughly. Overall, the meetings exceeded our expectations. We left feeling confident, well-informed, and with a clear understanding of the next steps in planning for my retirement. We would highly recommend their services to anyone seeking knowledgeable and trustworthy retirement financial planning.

Hubert C.

1 week ago

We have been clients of this firm for over a decade, and their service, judgment, and results have consistently exceeded expectations. Under Casey Smith’s leadership, the firm combines strategic expertise with a genuine commitment to client success. They have earned our trust as a long-term partner, and we frankly wouldn’t know what to do without them.

Cameron G.

2 weeks ago

Shawna and Kyle have been fantastic to work with. They ask a lot of very specific questions and develop a clear and detailed strategy to help you reach your retirement goals.

Eugene

1 month ago

We'd like to personally thank Michaela, Caroline and Shawna for guiding our retirement accounts for another very successful year. We fully trust these Wiser professionals with protecting our joint savings that we worked a lifetime to assemble. Thanks again, we're resting pretty easy here in Vancouver, WA.

Andrew N.

2 months ago

Dynasty Wealth has taken my investments to a whole new level. They’ve walked me through their strategy and have delivered with incredible comps. Great team to work with for both experienced and new investors!

Rachel M.

2 months ago

Robin C.

3 months ago

William and Grace have been great to work with! Took such a load off our shoulders to work with thorough and honest professionals who provided impartial, solid advice. Thank you, Wiser Wealth!

Cheryl S.

3 months ago

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.

c M.

3 months ago

Excellent, timely, responsive and relevant. This team is awesome. I appreciate their effort putting our plan together. It was easy to understand and they provided referrals for next steps.

Roger R.

4 months ago

My wife and I recently moved the the area and need to work with a management company in Ga. I was sold on our 1st visit, Very thorough,. They take the time to understand your investment goals and retirement plans.

Chip B.

4 months ago

Our experience with Wiser Wealth has been extremely "comforting" which says a lot for a firm that is talking with you about your money. From the initial introduction meeting with Casey to our follow-up meetings with William and Grace, they have been professional, personable and efficient in mapping out a pre-retirement plan. No hard sells (as they are strictly a fiduciary) and really focused on what would be best for us as their client. Everything presented to us were recommendations, not scare-tactic directives. From watching their YouTube clips and listening to their podcast, they present themselves as genuine and transparent. We feel better prepared as we approach retirement and hope to continue the relationship under their wealth management product. Highly recommended!

Bea B.

4 months ago

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.

George M.

4 months ago

What a pleasant experience we've had working with Michaela & Carolyn at Wiser. The tools they used have been extremely helpful in showing a projection on where our investments can go. Very comfortable dealing with them

Alex G.

4 months ago

Outstanding services and experience using them for financial planning!

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.

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?

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Comprehensive Financial Planning for a Flat Fee