5 Reasons Every Small Business Owner Needs a Financial Advisor
Company
Services
Client Access
Firm Information
Google Rating
5.0
Based on 101 reviews
Wiser Wealth Management, Inc
5.0
Amy Rambo
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.
Mike L
1712966670
Missie Beach and her team do an amazing job. She took the time to listen to our needs and concerns and devised a comprehensive plan to help us achieve our financial goals. My wife and I know we are in great hands with Missie and the team at Wiser Wealth Management
Joe Marchetti
1711817695
Casey and his team are very professional, thoroughly explain the investment strategy and results, review your goals and plans, and are responsive to any requests.
Christopher Nebbia
1711233345
Have been with Wiser for eleven years and they have done a fantastic job...so glad that a friend of mine recommended them to me. Thanks to Casey, Missie, and company.
Linda Brady
1707170689
My yearly meeting with our Wiser Wealth Management team went well, as usual. My personal circumstances have changed drastically 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.
David Beaty
1705190847
I have known Casey for quite a few years now. He runs a good shop, very knowledgeable and responsive. Everyone that works there is a pleasure to deal with.
Joe Sellers
1705085055
Our advisor is Casey Smith. Casey thoroughly understands our retirement funds as well as our SEP IRA's. He has invested our money wisely and with very little risk involved while still producing income. If anyone ever asks me to recommend a fiduciary fee only financial advisor, I would highly recommend Casey and his company.
Chris Watson
1704651063
Wiser Wealth Management has been my Financial advisor for the last 22+ years. Casey and his staff has been honest, trustworthy and have done a great job for me and my family! I would recomend them for anybody that is looking for financial advise. Chris Watson
Jeff Carlson
1702587578
For some reason, Google brings up a review I did some time ago for Wiser Wealth, so Google gets one star.Wiser, however, keeps their five star rating. Casey and the team have continued excellent customer service. All questions and fears about the market are answered. Plus, he is a genuinely great guy to work with, as is the whole team. Really happy they are looking after our money!We found Casey on Facebook. Knew nothing about him. And while we aren't millionaires, he treats us as if we were. And his investment strategy has worked really well for us. We have worked with Casey and his team for quite a few years now. Could not be happier we found him.
Shawn Hagan
1701841978
I sought out a wealth management firm because I don’t know everything I need to know in order to produce a solid estate plan for my future. I found Wiser through a recommendation by a co-worker at my airline.From my first meeting with Casey (remote. I live in Utah) I knew I was going to enjoy working with Wiser. Casey immediately came across as relatable, focused and genuinely interested in me as a person and as a client. In the information collection phase I communicated regularly with Casey’s staff. They are top notch employees - extremely thorough and responsive. Subsequent meetings were very pleasant and by the end of the whole process my wife and I feel back in control of our future. We feel like all the loose ends are tied up and that we have a solid plan.I have really loved my experience so far with Wiser. I really like paying the upfront one time fee and then an hourly fee for future consultations. My wife and I are very happy and I certainly recommend Wiser.
Matt Russell
1700882427
Casey and his team at Wiser Wealth Management provide excellent financial planning services. Our family researched several options for wealth management before hearing about Wiser, and we are extremely pleased that we went with Wiser to achieve our financial goals.
Cassandra Rogy
1700159205
Casey and his team are so thorough and wonderful! They really took our best interest to heart and went above and beyond to do what was best for us. We are so happy to be working with them.
Sue Myers
1699881483
We have been with Wiser Wealth Management for a little over a year and are very happy with the support, expertise, and guidance they have provided to us in preparing and executing our financial plan. Casey, Missie, Michaela and the entire team are personable, professional, and extremely responsive to our needs and goals, and take the time to answer every question we have. They made the transition from our own DIY financial plan to their comprehensive Wiser plan easy and painless. We know that they have our best interests as a priority and this is demonstrated through they service and transparency. We also appreciate that they constantly educating their clients with up-to-date articles and podcasts on issues that we need to know about and may not be aware of. We are so glad to have Wiser in our corner!
Marvin Nelson
1696882844
Casey and the entire Wiser team provide superior service and advice. We continue to be pleased with our decision to work with Wiser Wealth Management where our needs are a priority.
Kristen Turk
1696681750
Missie Beach was an invaluable member of my team throughout my divorce process. My attorneys relied on her analysis and advice to secure the best possible settlement, and I feel confident and optimistic knowing that her wise counsel, tax knowledge, and investing guidance put me on a good path for the future. Anyone going through a divorce needs a CDFA, and Missie is top-notch. Very highly recommend.
William Morgan
1693234734
I first met Casey Smith in 2005 when with his help I created my Estate Plan. He appeared to be a bright and personable young man and his advice fit my hopes for my financial future. I decided to have him manage my portfolio.I have not been disappointed. I live in Rhode Island but in today's electronic age the distance is not a problem Casey reviews my holdings and makes the changes to keep my portfolio in the agreed balance. I find his fee schedule appropriate. He has my complete trust. He is responsive to every request and has a professional office staff to meet every need.I recommend Wiser Wealth Management anyone needing sound financial advice.
Chris Hazelwood
1691543069
I highly recommend Casey and his team! Missie and Michaela were very knowledgeable and helpful. They listened to my goals and helped me put a plan together. As a fiduciary fee only firm, it was clear that they always had my best interest in mind. Also, with 200+ air line pilots under management, they are very well prepared to address the specific needs and concerns of pilots.
Sandy Cook
1691414170
Casey and his team are fantastic. We feel like we are in the best possible place to take care of our financial needs.
Russell Greenfield
1691091743
I approached Casey and his team to help me get a better handle on our long term finances and planning to help ensure we were on track to meet our long term goals. They were amazing. They walked us through the entire process and explained everything we needed to look at and why it was important. I was impressed at the manner by which they identified gaps in specific future years where we may be vulnerable and what coverages we needed to plug those holes. Everything I was worried about was addressed and a plan developed for each concern. The process and changes they guided me through left me feeling confident about my families future and what we may expect.
Dennis Dixon
1690743179
Casey is very informed, but more importantly able to articulate market conditions and decisions in a simple understandable way. Love his heart for the education of his customers.
Suzanne Wood
1689004658
I have been with Wiser Wealth Management for over 10 years and they have done a great job for me. They are always available to answer questions and give advice. I love that they are a fiduciary organization. That said, I think they are the best!
Tom Townsend
1683299134
Casey and the team are always professional and provide fantastic value. Thanks for having out back and providing great insight and financial advice!
Debbie Walls
1683035341
Casey has been instrumental in assisting me plan my retirement. He is extremely knowledgeable and his advice has been priceless. Casey and his staff are always professional and easy to reach when needed. I highly recommend this firm.
Lane Ward
1682618786
We are new clients with Wiser Wealth, but so far, we are very happy with the time and attention to detail they have given to understanding our goals and creating a plan for us. Missie Beach and her team are accessible and responsive. Everyone has been gracious and genuinely concerned about understanding our priorities and concerns. I like that they also emphasize educating their clients with up-to-date articles and podcasts. We are glad to have found Wiser Wealth.
Kari Cleveland
1682381070
Always a transparent, trusting experience and relationship with Casey. I feel confident he is on our team and has our best interest at hand. So confident that he we have referred over 5 families to this company!
Phil Smith
1682347217
I've started with this firm since the inception of the company. The professionalism in the wealth management arena is outstanding. I've never been disappointed. Thank you Casey, and all the staff, at Wiser Wealth Management.
Steve Miller
1681586639
Just finished my yearly review with Wiser Wealth management. I feel confident that I am on the right path financially with their help.
Vance Himes
1677615428
Casey is a principled man who both lives his life AND runs his business accordingly! Honest, straight forward, professional and extremely competent! You can't go wrong by choosing Wiser Wealth Management to protect and grow your personal wealth!
Sima Cyrus
1676495913
It was my first time being in these peaceful place. Before I got in I had stress because of my credit situation but as soon as I got in and feel the positive vibe in that cozy office I forgot my problems. I want to say special thanks to Mrs Missie for her kindness, patience and very helpful information.
Terry Chism
1676303143
Extremely professional, very helpful, and perfect advice as we plan our financial future. Excellent service all the way around!
Robert Banks
1675807365
We have been with Wiser Wealth Management for approximately 8 years as a client, but had been following Casey's advice from his webpage for much longer than that. In the 8 years that we have been clients, we have become debt-free and have built our retirement nest egg with Casey's advice and management to a point where we are extremely comfortable and confident that we will retire with more than needed to handle our retirement needs. The one-on-one relationship with a fee-only professional like Casey and his team is extremely valuable. I consistently encourage my colleagues to reach out to him, and give testimony to what Wiser Wealth Management has done for us and our ability to manage our income and feel confident about retiring with no worries about our post-retirement income.
Barry Champion
1675724776
Casey and his company helped my niece when my sister died. She was overwhelmed with all the details that had to be resolved. He went above and beyond to guide her thru the process. We are forever grateful for his help
Brian Desgain
1674946218
Casey and his team are very thoughtful and patient. They provide a very personalized service to help us reach our goals for retirement.
Zachary Rogers
1674072026
I have been with Casey and Wiser since I first started a retirement account, and it has done very well under Wiser Wealth's guidance. He and his team are responsive and knowledgeable. They have done an excellent job of managing our assets and ensuring we are on track to meet our goals.
Jason Cyr
1673221319
We've been using Wiser for about 8 years and as a relatively youngish couple (at the time) it was the best financial decision we've made. Casey has never steered us wrong and has proven over the years that his advice and expertise are invaluable. I seriously can't recommend him and his team enough, they have changed our lives.
Lisa Terry
1671820118
We would highly recommend Wiser Wealth Management. Customer focused staff with great communication to help you achieve your financial goals.
Susan Elliott
1671113581
Cannot say enough good things about Wiser Wealth. I'm always treated as one of their most valued clients and I'm confident all clients feel that way. They work with you on meeting your objectives in a clear, realistic way and then assist you along the path to make things happen. Hats off to Casey, Mike and Tiffany.
Brian Pavelka
1670682056
We were planning for retirement and knew we needed help in preparing our finances for the next phase of life. During our research, we ran across Wiser Wealth Management and met Casey. It has been a great experience and I feel we’re 100% prepared and on track. I wish we would have done this much earlier in life. Casey and his team are awesome.
Bree Bannerman
1670510589
Casey Smith and his team are amazing! I've worked with Wiser for a very long time and have always had a spectacular experience. When I have a question, I get an answer back almost immediately. They really and truly prioritize the customer experience. I have a high level of comfort knowing that I can count on Wiser Wealth Mgmt to help guide me to retirement. I highly recommend them!
Veronica Khoury
1668472488
I had the chance to speak with Casey for the first time today and he definitely exceeded my expectations! He was very knowledgeable and attentive and I felt a lot of confidence speaking with him about my early planning. One of the primary reasons I looked into Wiser is because of their fee-only model (vs fee-based/commissions), but after talking with Casey I’m also sold on their integrity and professionalism as well. Thank you Casey!
jim warden
1667094896
We did the research; and we are confident we made the right decision choosing Wiser Wealth Management to handle our investments. We highly recommend Casey and his staff!!!
Jimmy White
1666727869
Casey and his staff are very professional and have handled my accounts for several years. I wouldn't consider going to another financial advisor.
Company
Services
Client Access
Firm Information
Google Rating
5.0
Based on 101 reviews
Wiser Wealth Management, Inc
5.0
Amy Rambo
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.
Mike L
1712966670
Missie Beach and her team do an amazing job. She took the time to listen to our needs and concerns and devised a comprehensive plan to help us achieve our financial goals. My wife and I know we are in great hands with Missie and the team at Wiser Wealth Management
Joe Marchetti
1711817695
Casey and his team are very professional, thoroughly explain the investment strategy and results, review your goals and plans, and are responsive to any requests.
Christopher Nebbia
1711233345
Have been with Wiser for eleven years and they have done a fantastic job...so glad that a friend of mine recommended them to me. Thanks to Casey, Missie, and company.
Linda Brady
1707170689
My yearly meeting with our Wiser Wealth Management team went well, as usual. My personal circumstances have changed drastically 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.
David Beaty
1705190847
I have known Casey for quite a few years now. He runs a good shop, very knowledgeable and responsive. Everyone that works there is a pleasure to deal with.
Joe Sellers
1705085055
Our advisor is Casey Smith. Casey thoroughly understands our retirement funds as well as our SEP IRA's. He has invested our money wisely and with very little risk involved while still producing income. If anyone ever asks me to recommend a fiduciary fee only financial advisor, I would highly recommend Casey and his company.
Chris Watson
1704651063
Wiser Wealth Management has been my Financial advisor for the last 22+ years. Casey and his staff has been honest, trustworthy and have done a great job for me and my family! I would recomend them for anybody that is looking for financial advise. Chris Watson
Jeff Carlson
1702587578
For some reason, Google brings up a review I did some time ago for Wiser Wealth, so Google gets one star.Wiser, however, keeps their five star rating. Casey and the team have continued excellent customer service. All questions and fears about the market are answered. Plus, he is a genuinely great guy to work with, as is the whole team. Really happy they are looking after our money!We found Casey on Facebook. Knew nothing about him. And while we aren't millionaires, he treats us as if we were. And his investment strategy has worked really well for us. We have worked with Casey and his team for quite a few years now. Could not be happier we found him.
Shawn Hagan
1701841978
I sought out a wealth management firm because I don’t know everything I need to know in order to produce a solid estate plan for my future. I found Wiser through a recommendation by a co-worker at my airline.From my first meeting with Casey (remote. I live in Utah) I knew I was going to enjoy working with Wiser. Casey immediately came across as relatable, focused and genuinely interested in me as a person and as a client. In the information collection phase I communicated regularly with Casey’s staff. They are top notch employees - extremely thorough and responsive. Subsequent meetings were very pleasant and by the end of the whole process my wife and I feel back in control of our future. We feel like all the loose ends are tied up and that we have a solid plan.I have really loved my experience so far with Wiser. I really like paying the upfront one time fee and then an hourly fee for future consultations. My wife and I are very happy and I certainly recommend Wiser.
Matt Russell
1700882427
Casey and his team at Wiser Wealth Management provide excellent financial planning services. Our family researched several options for wealth management before hearing about Wiser, and we are extremely pleased that we went with Wiser to achieve our financial goals.
Cassandra Rogy
1700159205
Casey and his team are so thorough and wonderful! They really took our best interest to heart and went above and beyond to do what was best for us. We are so happy to be working with them.
Sue Myers
1699881483
We have been with Wiser Wealth Management for a little over a year and are very happy with the support, expertise, and guidance they have provided to us in preparing and executing our financial plan. Casey, Missie, Michaela and the entire team are personable, professional, and extremely responsive to our needs and goals, and take the time to answer every question we have. They made the transition from our own DIY financial plan to their comprehensive Wiser plan easy and painless. We know that they have our best interests as a priority and this is demonstrated through they service and transparency. We also appreciate that they constantly educating their clients with up-to-date articles and podcasts on issues that we need to know about and may not be aware of. We are so glad to have Wiser in our corner!
Marvin Nelson
1696882844
Casey and the entire Wiser team provide superior service and advice. We continue to be pleased with our decision to work with Wiser Wealth Management where our needs are a priority.
Kristen Turk
1696681750
Missie Beach was an invaluable member of my team throughout my divorce process. My attorneys relied on her analysis and advice to secure the best possible settlement, and I feel confident and optimistic knowing that her wise counsel, tax knowledge, and investing guidance put me on a good path for the future. Anyone going through a divorce needs a CDFA, and Missie is top-notch. Very highly recommend.
William Morgan
1693234734
I first met Casey Smith in 2005 when with his help I created my Estate Plan. He appeared to be a bright and personable young man and his advice fit my hopes for my financial future. I decided to have him manage my portfolio.I have not been disappointed. I live in Rhode Island but in today's electronic age the distance is not a problem Casey reviews my holdings and makes the changes to keep my portfolio in the agreed balance. I find his fee schedule appropriate. He has my complete trust. He is responsive to every request and has a professional office staff to meet every need.I recommend Wiser Wealth Management anyone needing sound financial advice.
Chris Hazelwood
1691543069
I highly recommend Casey and his team! Missie and Michaela were very knowledgeable and helpful. They listened to my goals and helped me put a plan together. As a fiduciary fee only firm, it was clear that they always had my best interest in mind. Also, with 200+ air line pilots under management, they are very well prepared to address the specific needs and concerns of pilots.
Sandy Cook
1691414170
Casey and his team are fantastic. We feel like we are in the best possible place to take care of our financial needs.
Russell Greenfield
1691091743
I approached Casey and his team to help me get a better handle on our long term finances and planning to help ensure we were on track to meet our long term goals. They were amazing. They walked us through the entire process and explained everything we needed to look at and why it was important. I was impressed at the manner by which they identified gaps in specific future years where we may be vulnerable and what coverages we needed to plug those holes. Everything I was worried about was addressed and a plan developed for each concern. The process and changes they guided me through left me feeling confident about my families future and what we may expect.
Dennis Dixon
1690743179
Casey is very informed, but more importantly able to articulate market conditions and decisions in a simple understandable way. Love his heart for the education of his customers.
Suzanne Wood
1689004658
I have been with Wiser Wealth Management for over 10 years and they have done a great job for me. They are always available to answer questions and give advice. I love that they are a fiduciary organization. That said, I think they are the best!
Tom Townsend
1683299134
Casey and the team are always professional and provide fantastic value. Thanks for having out back and providing great insight and financial advice!
Debbie Walls
1683035341
Casey has been instrumental in assisting me plan my retirement. He is extremely knowledgeable and his advice has been priceless. Casey and his staff are always professional and easy to reach when needed. I highly recommend this firm.
Lane Ward
1682618786
We are new clients with Wiser Wealth, but so far, we are very happy with the time and attention to detail they have given to understanding our goals and creating a plan for us. Missie Beach and her team are accessible and responsive. Everyone has been gracious and genuinely concerned about understanding our priorities and concerns. I like that they also emphasize educating their clients with up-to-date articles and podcasts. We are glad to have found Wiser Wealth.
Kari Cleveland
1682381070
Always a transparent, trusting experience and relationship with Casey. I feel confident he is on our team and has our best interest at hand. So confident that he we have referred over 5 families to this company!
Phil Smith
1682347217
I've started with this firm since the inception of the company. The professionalism in the wealth management arena is outstanding. I've never been disappointed. Thank you Casey, and all the staff, at Wiser Wealth Management.
Steve Miller
1681586639
Just finished my yearly review with Wiser Wealth management. I feel confident that I am on the right path financially with their help.
Vance Himes
1677615428
Casey is a principled man who both lives his life AND runs his business accordingly! Honest, straight forward, professional and extremely competent! You can't go wrong by choosing Wiser Wealth Management to protect and grow your personal wealth!
Sima Cyrus
1676495913
It was my first time being in these peaceful place. Before I got in I had stress because of my credit situation but as soon as I got in and feel the positive vibe in that cozy office I forgot my problems. I want to say special thanks to Mrs Missie for her kindness, patience and very helpful information.
Terry Chism
1676303143
Extremely professional, very helpful, and perfect advice as we plan our financial future. Excellent service all the way around!
Robert Banks
1675807365
We have been with Wiser Wealth Management for approximately 8 years as a client, but had been following Casey's advice from his webpage for much longer than that. In the 8 years that we have been clients, we have become debt-free and have built our retirement nest egg with Casey's advice and management to a point where we are extremely comfortable and confident that we will retire with more than needed to handle our retirement needs. The one-on-one relationship with a fee-only professional like Casey and his team is extremely valuable. I consistently encourage my colleagues to reach out to him, and give testimony to what Wiser Wealth Management has done for us and our ability to manage our income and feel confident about retiring with no worries about our post-retirement income.
Barry Champion
1675724776
Casey and his company helped my niece when my sister died. She was overwhelmed with all the details that had to be resolved. He went above and beyond to guide her thru the process. We are forever grateful for his help
Brian Desgain
1674946218
Casey and his team are very thoughtful and patient. They provide a very personalized service to help us reach our goals for retirement.
Zachary Rogers
1674072026
I have been with Casey and Wiser since I first started a retirement account, and it has done very well under Wiser Wealth's guidance. He and his team are responsive and knowledgeable. They have done an excellent job of managing our assets and ensuring we are on track to meet our goals.
Jason Cyr
1673221319
We've been using Wiser for about 8 years and as a relatively youngish couple (at the time) it was the best financial decision we've made. Casey has never steered us wrong and has proven over the years that his advice and expertise are invaluable. I seriously can't recommend him and his team enough, they have changed our lives.
Lisa Terry
1671820118
We would highly recommend Wiser Wealth Management. Customer focused staff with great communication to help you achieve your financial goals.
Susan Elliott
1671113581
Cannot say enough good things about Wiser Wealth. I'm always treated as one of their most valued clients and I'm confident all clients feel that way. They work with you on meeting your objectives in a clear, realistic way and then assist you along the path to make things happen. Hats off to Casey, Mike and Tiffany.
Brian Pavelka
1670682056
We were planning for retirement and knew we needed help in preparing our finances for the next phase of life. During our research, we ran across Wiser Wealth Management and met Casey. It has been a great experience and I feel we’re 100% prepared and on track. I wish we would have done this much earlier in life. Casey and his team are awesome.
Bree Bannerman
1670510589
Casey Smith and his team are amazing! I've worked with Wiser for a very long time and have always had a spectacular experience. When I have a question, I get an answer back almost immediately. They really and truly prioritize the customer experience. I have a high level of comfort knowing that I can count on Wiser Wealth Mgmt to help guide me to retirement. I highly recommend them!
Veronica Khoury
1668472488
I had the chance to speak with Casey for the first time today and he definitely exceeded my expectations! He was very knowledgeable and attentive and I felt a lot of confidence speaking with him about my early planning. One of the primary reasons I looked into Wiser is because of their fee-only model (vs fee-based/commissions), but after talking with Casey I’m also sold on their integrity and professionalism as well. Thank you Casey!
jim warden
1667094896
We did the research; and we are confident we made the right decision choosing Wiser Wealth Management to handle our investments. We highly recommend Casey and his staff!!!
Jimmy White
1666727869
Casey and his staff are very professional and have handled my accounts for several years. I wouldn't consider going to another financial advisor.