OUR FEE-ONLY ADVISORS WORK WITH YOU TO PROVIDE A PATH TO FINANCIAL SUCCESS, SO YOU CAN ENJOY WHAT REALLY MATTERS.

98%
Client satisfaction
TEN Year Winner
99%
Client Retention
*over the last 5 years
Unsure if you are on track for retirement?
No time to research every financial decision you make?
Confused if your advisor is working in your best interest?
A LACK OF CLARITY MAY BE COSTING YOU A GREAT DEAL.
Most people don’t know how much they pay their financial advisor. We develop financial plans with transparent fees, no product sales and no commissions, helping you reach your goals.

Develop A Financial Plan With Our Team

1.
Schedule a complimentary discovery meeting
2.
We create a financial
plan with you
3.
We implement and monitor
the plan together
Schedule a Meeting

How Wiser is Different

Our advisors are
fiduciaries

We are legally responsible to act in your best interest.

There are no
conflicts of interest

We NEVER sell or push products. We don’t even offer them.

We build a financial plan
& portfolio for you

Our CFP® professionals evaluate your financial health and build a plan and portfolio tailored just for you.

Our fees are simple
& transparent

We have an easy fee structure based on the amount of assets we manage for you or we can use a flat fee.

Develop A Financial Plan With Our Team

Casey T. Smith

President, Principal

Brad Lyons, CFP®

Investment Manager

Matthews Barnett, CFP®
ChFC®, CLU®

Financial Planning Specialist
Schedule a Meeting

Client Reviews

  • "We have used Wiser Wealth Management for our financial needs for years. We feel they always have our interest at heart."
    - Deana N.
  • "I have been a client at Wiser Wealth Management for more than 6 years. They work for the benefit of their clients and are respectful and friendly. I have always known they are working in my best interest. I would definitely recommend their services to anyone desiring a trustworthy financial planner."
    - Wanda U.
  • "Wiser Wealth Management has been handling our financial investments for over 7 years now. My wife and I are very pleased with the results and I would recommend this team to anyone."
    - Wesley F.
  • "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."
    - Bill M.
  • "Working with Wiser Wealth Management, Matthews Barnett and Brad Lyons, has been a life changing experience. They have assisted me with becoming debt free with a solid plan for retirement. I highly recommend."
    - Brenda W.
  • "Their service to our family has been impeccable, they have always involved us and made all of the planning with us."
    - Matthew M.
  • "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."
    - Joe S.
Disclosure: These reviews are directly from our business page on Google. No client was compensated for their review.

How Can You Experience Financial Freedom and Be Prepared for the Future?

The market is flooded with financial advisors, some acting in your best interest and others who do not. How do you know the difference?

We should all be able to feel secure and trust that our financial advisor is not selling us products or working based on commissions.

Like some of you, we are frustrated by financial advisors not acting in the best interest of clients. No one should have to experience a product pushing, commission driven financial advisor.
Read More

Wiser Wealth Management is a fiduciary, fee-only planning firm in Marietta, GA that has transparent fees and will never sell you any product.

We’ve worked with clients for over 19 years and will help you develop a financial plan to clear your path to financial freedom.

Financial planning is offered under a traditional asset under management, fee-only approach. Hourly planning is also available for a flat fee. Quality tax and legal services are offered through a seamless professional network.

Schedule a Meeting

Read. Watch. Listen.

Keeping you informed on important financial topics related to personal finance, investing, and more!

Financial Education

The Wiser team discusses a different financial topic each week.

Wiser Roundtable Podcast

Listen to our weekly podcast where we believe the best financial advice should be conflict free.
LISTEN ANYWHERE PODCASTS ARE FOUND

Download your free copy now!
Follow These 5 Steps to have Financial Success in Retirement

125 Church Street NE
Carmichael Building, Suite 220
Marietta, Georgia 30060

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