GAIN FINANCIAL CLARITY
GAIN FINANCIAL SUCCESS
GAIN PEACE OF MIND
GAIN FINANCIAL CLARITY
GAIN FINANCIAL SUCCESS
GAIN PEACE OF MIND
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 Planning
Medicare & Social Security Guidance
Investment Management
Estate Planning
Tax Planning & Strategy
Insurance & Risk Management
Long-term Care Benefits
Airline & Military Benefits Assistance
Meet Your Ground Crew
All of your financial planning needs in one place. ​
We help you determine which runway is best for you.​
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.
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!​
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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