You want confidence that you are on track for financial success. Whether you are just getting started or entering retirement, we use our 15 years of experience with the airline community to work in your best interest to give you financial confidence.

How we work with you

Financial
Planning

Develop a financial plan to guide you in achieving your long term financial goals.

Hourly
Planning

Hourly clients get professional guidance in financial planning and other financial related issues as directed by the client.

Tax Preparation & Legal Services

Our partner CPAs and attorneys provide a seamless & total wealth management experience.

Airline & Military benefits guidance

We review your airline and/or military benefits packages and make recommendations suited for you.

Asset
Management

Build your portfolio to match your financial plan.

Insurance & Risk Management

Are you properly insured? Our team can make sure you have the most appropriate insurance coverage.

Long Term Care Planning

The best time to think about long term care is before you need it. We can help.

Medicare & Social Security

The retirement planning process will include your expected social security income and Medicare costs.

Is your 401k properly allocated?

Follow the steps to determine your optimal 401k allocation based on Wiser research. A free service for our pilot community

Step 1 of 2

50%
  • Step 1: Select Your Airline


Fiduciary + Fee-Only = Your Best Interest

From our Blog

Wiser Wealth Management is a fiduciary, fee-only financial advisor in Marietta, Georgia offering financial planning and investment management services.
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