Pilot Center2022-12-23T04:08:18-05:00

OUR FEE-ONLY ADVISORS WORK WITH YOU TO PROVIDE A PATH TO FINANCIAL SUCCESS, SO YOU CAN FOCUS ON THE HORIZON

Uncertain about job security or the state of the airline industry? Don’t have the time to research every financial decision you make? Unsure if you are on track for retirement?

A lack of clarity may be costing you a great deal.

We’ve developed financial plans for the airline community for over 15 years. By putting your interests first, no product sales and transparent fees we help guide you to financial freedom.

Develop a Financial Plan With Our Team

A Higher Standard of Trust

How Wiser is Different

OUR ADVISORS ARE FIDUCIARIES

We’re 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 AND TRANSPARENT

We have an easy fee structure based on how much in assets we manage for you or billed as a flat fee.

What Makes Wiser Wealth Management the Best Choice for You?

Fiduciary Advisors

At Wiser, being a fiduciary means we are legally responsible to act in your best interest at all times. That’s a responsibility we take very seriously, and it drives everything we do for our clients.

Portfolio Management & Financial Planning

We provide comprehensive portfolio management paired with financial planning. You can worry less about money and enjoy the peace of mind that comes with portfolio management.

Hourly Financial Consulting

A financial plan is the first step to a brighter tomorrow. It gives you a roadmap of where you’re going and how you’ll get there. And our team of CFP® professionals can help make that plan as individualized as you are.

Simple​ & Transparent Fees

Having simple and transparent fees means there’s no need to worry about hidden costs. We have an easy fee structure based on the amount of assets we manage for you or we can use a flat fee. It’s up to you!

Meet the team that will guide you through every stage of your financial journey.

Casey T. Smith

President, Principal

Missie Beach

Missie Beach, CFP®, CDFA®

Senior Financial Advisor

Brad Lyons, CFP®

Investment Manager

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.

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.

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

The Wiser team discusses a different financial topic each week.

Our podcast covers retirement planning, tax planning, investment management, insurance, and estate planning.

LISTEN ANYWHERE PODCASTS ARE FOUND

     

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