A fiduciary, fee-only financial advisory firm
OUR FEE-ONLY ADVISORS WORK WITH YOU TO PROVIDE A PATH TO FINANCIAL SUCCESS, SO YOU CAN FOCUS ON THE HORIZON
Planning & Asset Management
Hourly Planning
Airline & Military
Benefits Guidance
Insurance & Risk
Management
Long-term care Planning
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.
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
Schedule a Meeting
A Higher Standard of Trust
98%
Client satisfaction
Nine Year Winner
99%
Client Retention
*over the last 5 years
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.
Our Airline Services
Financial Planning
Develop a financial plan to guide you in achieving your long term financial goals.
Asset Management
Build your portfolio to match your financial plan.
Tax Preparation & Legal Services
Our partner CPAs and attorneys provide a seamless & total wealth management experience.
401k Allocations
Review of your current 401k allocations & recommendations that align with your personal financial objectives.
Education Savings
Develop a financial plan to guide you in achieving your long term financial goals.
Insurance & Risk Management
Develop a financial plan to guide you in achieving your long term financial goals.
Long Term Care Planning
Develop a financial plan to guide you in achieving your long term financial goals.
Medicare & Social Security
Develop a financial plan to guide you in achieving your long term financial goals.
Meet Your Advising Team
Casey T. Smith
President, Principal
Brad Lyons, CFP®
Investment Manager
Matthews Barnett, CFP®
ChFC®, CLU®
Financial Planning Specialist
Schedule a Meeting
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.
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
