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
ATLWM25-CaseySmith-5star-2025
98-client-retention

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.

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.

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

Casey

Casey T. Smith

President, Principal

Shawna headshot

Shawna Theriault, CFP®, CPA, CDFA®

Senior Financial Advisor

Andrew

Andrew Pratt, CFA, CBDA

Investment Manager

Michaela

Michaela Dowdy, CFP®

Financial Advisor

William-Headshot-2025

William Medcalf, CFP®, CBDA

Financial Advisor

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 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

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!​

Excellent
Wiser Wealth Management, Inc5.0
Based on 179 reviews
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Cheryl S.
4 days 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.
4 days 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.
2 weeks 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.
2 weeks 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.
2 weeks 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.
3 weeks 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 weeks ago
Outstanding services and experience using them for financial planning!
Valerie P.
1 month ago
I had a financial emergency something that needed to be handled right away. I left a message and I got a call right back. I would highly Recommend Wiser for any of your financial needs
Susan D.
1 month ago
Michaela and Caroline were great to work with. They provided me with a lot of useful information to help me navigate my retirement when the time comes.
Gerard F.
1 month ago
Entire team is exceptional. We’ve been with Casey for several years, only regret is we did not find them sooner. They are very informative, respond quickly and go out of their way to provide excellent service. Highly recommend
Gerard F.
1 month ago
Entire team is exceptional. We’ve been with Casey for several years, only regret is we did not find them sooner. They are very informative, respond quickly and go out of their way to provide excellent service. Highly recommend
Caroline M.
2 months ago
This firm brings positivity, professionalism and true understanding from start to finish of your personal planning process. Michaela and Caroline did a wonderful job of listening, understanding and creating a plan tailored to our future. We felt heard and guided throughout the entire process. Highly recommend!
Caroline M.
2 months ago
This firm brings positivity, professionalism and true understanding from start to finish of your personal planning process. Michaela and Caroline did a wonderful job of listening, understanding and creating a plan tailored to our future. We felt heard and guided throughout the entire process. Highly recommend!
Gustav K.
2 months ago
Michaela, Caroline & Casey were fantastic to work with. They are very knowledgeable and I feel like I have a game plan, and goals, for the next few years!
I highly recommend them.
Gustav K.
2 months ago
Michaela, Caroline & Casey were fantastic to work with. They are very knowledgeable and I feel like I have a game plan, and goals, for the next few years!
I highly recommend them.

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?
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