Pilot Center2024-10-03T08:42:18-04:00

Airline Pilots retirement planning | Marietta, GA

Wealth Management for Airline Pilots

Wealth Management for Airline Pilots

GAIN FINANCIAL CLARITY

GAIN FINANCIAL SUCCESS

GAIN PEACE OF MIND

GAIN FINANCIAL CLARITY

GAIN FINANCIAL SUCCESS

GAIN PEACE OF MIND

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.

Are you approaching retirement and worried about making the wrong financial decisions?​

Trying to find time to navigate the complexities of every financial decision may feel overwhelming. And how do you find a financial advisor that is working in your best interest and not their own?

Flying can be unpredictable, but that is why you logged hundreds of hours training so that you can make the best decision when it counts the most. And when it comes to your finances, you want the same confidence, right? Especially with something as important as your investments and retirement plan. But it’s hard to make informed decisions about your finances without the best data and education.

Wiser Wealth Management in Marietta, Georgia, specializes in investment management and developing financial plans for aviation professionals. Our fee-only financial advisors do not work off commissions and we have a simple fee structure. We help you stay on course to reach your goals.

“In life, you are either a passenger or pilot. It’s your choice.”
– Unknown

Our Airline Community

Do you want to work with a financial advisor that understands your job and your needs? We can help.

For over 20 years, we have helped pilots and other aviation professionals from different airlines.

Our Airline Community

Do you want to work with a financial advisor that understands your job and your needs? We can help.

For over 20 years, we have helped pilots and other aviation professionals from different airlines.

  • Delta
  • United
  • American
  • Southwest
  • Frontier
  • Spirit
  • JetBlue
  • NetJets
  • Alaska
  • Kalitta
  • FedEx
  • Atlas

Guiding you from Takeoff to Touchdown​

We are here to guide you through the financial planning process. These decisions are significant and we understand what is at stake. Whether you are fresh out of flight school or you have been flying left seat for years, we can help you find a better path forward when it comes to managing your money and achieving your goals.

If you need guidance on investments or financial planning, we will walk through each step together until you feel confident with your plan. Whether you are just starting out, planning for retirement, or in retirement, we are here to help you on your financial journey.

Your Financial Planning Flight Deck​

retirement

Retirement Planning

medicare

Medicare & Social Security Guidance

investment

Investment Management

estate

Estate Planning

tax

Tax Planning & Strategy

risk

Insurance & Risk Management

benefits

Long-term Care Benefits

airline

Airline & Military Benefits Assistance

Our Approach to Financial Planning

Schedule a Check Up

We start with a conversation about your goals and concerns to see if we are a good fit.

step2

Create Your Custom Plan

We will implement our financial planning process to set you up for success.

step3

Clear for Takeoff

Once you have your financial plan, you can rest easy knowing you are on track for success.

Meet Your Ground Crew

casey

President & Retired Airline Captain

Senior Financial Advisor

Andrew

Investment Manager

All of your financial planning needs in one place. ​
We help you determine which runway is best for you.​

financial-planning

Are you looking for portfolio management with comprehensive financial planning?

Wiser offers a unique and total wealth management experience including portfolio management and comprehensive financial planning that is tailored to your specific needs. We have a team of financial advisors and a network of trusted CPAs and attorneys to guide you through every aspect of life, so you can achieve financial freedom.​

​We’ll develop a portfolio that is aligned with your financial plan, so you can focus on what matters. With our services, you will be able to relax and enjoy life knowing that your finances are in good hands.

hourly-financial

Do you manage your own finances but want professional advice on a specific topic?

​Financial planning is a necessary and important part of life, but it doesn’t have to be hard. You can get advice from someone who has done this for over 20 years! We’re here to provide the expertise and support you need to stay on the path to achieve financial freedom.

​Working with a financial planner can seem like a daunting task, but it doesn’t have to be. We’ll take the time to get to know you and understand your unique needs so that we can provide tailored advice to help you meet your specific goals.

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

Wiser Wealth Management, Inc
Excellent
5.0
Based on 113 reviews
review us on
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.

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