Guiding You To Financial Freedom
Putting your interests first with no hidden fees
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.
Develop a Financial Plan With Our Team
A High Standard of Trust
Client Satisfaction
Nine Year Winner
Client Retention
How Wiser is Different
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Our Advisors are Fiduciaries
We're legally responsible to act in your best interest.
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There are no Conflicts of Interest
We NEVER sell or push products. We don’t even offer them.
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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.
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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.
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.
Meet Your Advising Team
Casey T. Smith
President, Principal
Retired Capt. CRJ 200
Brad Lyons, CFP®
Investment Manager
Matthews Barnett
Financial Planning Specialist
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 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 18 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. Quality tax and legal services are offered through seamless professional partnerships.
Schedule a complimentary appointment or give us a call today.
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125 Church Street NE
Carmichael Building, Suite 220
Marietta, Georgia 30060
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