Hourly Financial Planning | Marietta, GA

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

99-Client-Satisfaction
five-star-wealth-manager-2024

Click here to learn more about awards we have received as well as 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 $4,250, 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.

Financial Advice You Can Trust

Your hard-earned money deserves the best advice. At Wiser Wealth, 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.

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

casey

Casey T. Smith

President, Principal

Missie Beach, CFP®, CDFA®

Senior Financial Advisor

Shawna

Shawna Theriault, CFP®, CPA, CDFA®

Senior Financial Advisor

Andrew

Andrew Pratt, CFA, CBDA

Investment Manager

Financial Planning Tailored to You

financial

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 work alongside your CPA for tax planning purposes. If needed, we can refer you to a qualified tax professional.

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

Long Term
Care

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

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.

01

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.

02

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.

03

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.

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

Wiser Wealth Management, Inc
Excellent
Wiser Wealth Management, Inc
5.0
Based on 113 reviews
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Kelly O.
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.
bruce D.
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 S.
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.
Susie B.
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!
Sergio S.
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!
David G.
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!
Amy R.
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.
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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

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.

Buyer Beware: Why do they keep trying to sell you that annuity?

Download your FREE copy now!
Buyer Beware: Why do they keep trying to sell you that annuity?

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