A fiduciary, fee-only financial advisory firm

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

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Call Now: 678-905-4450

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

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

About Us

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.

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Read. Watch. Listen.

Wiser Blog

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

May 26, 2022

Active vs Passive Asset Management

1 2 3 … 486 Next »

Financial Education

The Wiser team discusses a different financial topic each week.

May 27, 2022

Will Social Security Run Out?

1 2 3 … 60 Next »

A Wiser Retirement Podcast

On our podcast, we talk about retirement planning, tax planning, investment management, insurance, and estate planning.

May 23, 2022

How Does Healthcare Work in Retirement?

1 2 3 … 108 Next »

LISTEN ANYWHERE PODCASTS ARE FOUND

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Step 1: Select Your Airline
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125 Church Street NE
Carmichael Building, Suite 220
Marietta, Georgia 30060

Company

Services

Client Access

Firm Information

Schedule a Meeting

678-905-4450 [email protected]

Google Rating

5.0

Based on 65 reviews

Wiser Wealth Management, Inc

5.0

Linda Brady

19:34 19 May 22

Our yearly meeting with our Wiser Wealth Management team went well, as usual. Our finance strengths and balances were discussed. We asked questions that were answered to our satisfaction. We enjoy working with Casey and feel that he has our best interests at heart.

Charlene Richardson

13:34 07 May 22

We are appreciative of Casey & his staff. They are friendly & helpful.

Tom Townsend

12:52 25 Apr 22

Casey and the team are always professional and provide fantastic value. Thanks for having out back and providing great insight and financial advice!

Tony Dingler

00:16 01 Apr 22

Casey's presentation was very informative and helpful. he made sense out of things that can be confusing. I left having a good and positive feeling about my retirement.

Tyler Mooney

00:56 01 Mar 22

steve m

04:07 17 Feb 22

I am very satisfied with the level of expertise and service I receive at Wiser Wealth Management. They are very concerned with making the right decisions with my retirement account an answering questions that I have with the market and funds. Casey has stuck with me during the Highs and Lows to help me out. I cant ask for much more than that. Its a pleasure to work with them and have a great sense of security for tommorrow.

Jennifer Bryant

17:55 28 Jan 22

Casey and his team always deliver excellent service. The are trustworthy and relational. The transparent nature in which they attend to our finances leaves us confident we have the right team!

Joe Sellers

20:12 25 Jan 22

Our advisor is Casey Smith. Casey thoroughly understands our retirement funds as well as our SEP IRA's. He has invested our money wisely and with very little risk involved while still producing income. If anyone ever asks me to recommend a fiduciary fee only financial advisor, I would highly recommend Casey and his company.

Christopher Nebbia

17:24 08 Jan 22

David Parker

13:48 08 Dec 21

These folks are professional. They listened to our shot term and long term goals. Developed strategies to address challenges in reaching these goals. They have worked with us to monitor progress. They have been accessible for questions and concerns. We have been considered as people not just accounts.

Edna Moreno

19:50 02 Dec 21

Alonso Padron

01:57 06 Nov 21

I have only been with Wiser Wealth Management for a month and in that time, they have been exceptional! I had an initial consultation at no cost, had a 2nd phone meeting at no cost, they provided superb financial advise, are a fiduciary company, and their fees are completely reasonable. As if that isn't enough, in the short space of time that I have been with them, my investments have grown considerably. Highly recommended!

Vance Himes

19:44 03 Nov 21

Casey is a principled man who both lives his life AND runs his business accordingly! Honest, straight forward, professional and extremely competent! You can't go wrong by choosing Wiser Wealth Management to protect and grow you personal wealth!

Jimmy Day

12:18 20 Oct 21

My wife and I would recommend the team of Wiser Wealth to any of our friends and family. They are very responsive and have directed our resources in a way that my financial goals for retirement are in place.

Heidi Isom

13:46 11 Oct 21

Donald Buckner

18:32 01 Oct 21

Very knowledgeable staff and excellent for planning one's financial future.

Tammy Gonyea

15:30 23 Sep 21

We have been with Wiser Wealth Management for several years now and are extremely happy with the handling of our financial investments. Their office is always professional and responsive to our needs. We highly recommend their office!

Michael Schnorr

13:56 23 Sep 21

Elizabeth Graham

17:31 24 Aug 21

Owen Kirkpatrick

14:55 24 Aug 21

My wife and I have been clients with Wiser Wealth Management for several years. We met with and had several communications with Casey and his team before deciding to use their service. They have always been very welcoming to all of our questions and concerns. It is comforting to know that Casey and his team are looking out for our best interest.Owen and Claire Kirkpatrick

Noland Glenn

14:32 24 Aug 21

Hampton Peters

21:54 23 Aug 21

Trabue Kordares

20:51 23 Aug 21

Great firm, having not only sound investment services, but also partners for bookkeeping, tax and legal services. Everyone is knowledgeable, dependable and responsive.

20:02 23 Aug 21

20:02 23 Aug 21

19:58 23 Aug 21

19:11 23 Aug 21

We found Casey on Facebook. Knew nothing about him. And while we aren't millionaires, he treats us as if we were. And his investment strategy has worked really well for us. Could not be happier we found him.

Mark Tatum

16:40 23 Aug 21

I cannot say enough great things about Wiser Wealth. My wife and I have been a client of theirs for over ten years. The staff are extremely professional and knowledgeable. Casey Smith has always been accessible and honest regarding our finances. I can honestly say that I would not trust anyone near as much with our financial security more than I trust Wiser Wealth.

Katherine Eastburn

16:38 23 Aug 21

We have been clients of Casey Smith and Wiser Wealth Management for years and plan to remain so for years to come. Highly recommend.

karen hinton

20:09 19 Aug 21

Lucy Sommer

22:05 17 Aug 21

We have used Wiser for over 20 years, and trust Casey and his people Whenever I have a question, I can either text or call Casey, and get a response back immediately from him or someone in the office

Dennis Dixon

12:24 17 Jul 21

Casey is very informed, but more importantly able to articulate market conditions and decisions in a simple understandable way. Love his heart for the education of his customers.

Lou Anne O'Donnell

22:16 03 Jul 21

bill smith

15:05 26 Jun 21

Super nice people to deal with they really care about their customers have been with these guys for five years could not talk me to go anywhere else ,you dont many co's with customer service like wiser ,take your money there you will not be disappointed ,thanks bill

Demi Doyle

15:18 16 Jun 21

WISER WEALTH MANAGEMENT IS AN ABSLUTLEY OUTSTANDING FIANCIAL AND WEALTH MANAGEMENT FIRM. OVER THE YEARS WE HAVE HAD DIFFERENT FINANCIAL PLANNERS INCLUDING VANGUARD AND OTHER LOCAL FIRMS. - WISER FOLKS HAVE ABSOULTELY TARGETED OUR PLAN AND MONEY MANGEMENT TO OUR SPECIFIC NEEDS. THEY DO NOT GIVE A GENERIC OR COOKIE CUTTER APPROACH. THEY MONITOR IT REGLARLY AND ADJUST AS IS APPRORPIATE.. i CONSIDERER THEM TO BE NOT ONLY ETHICAL AND RESPONSIBLE TO THEIR CLIENTS BUT ALSO INCREDIBLY FINACNIALLY JUDICIOUS, REALISTIC AND SAVY ABOUT THE ECONOMY. AND MARKET. WE WANTED TO STOP WORRYING ABOUT OUR FINANCIAL SITUATION AND FUTURE. WE WHOLE HEARTEDLY RECOMMEND THEM. DEMI ND kEVIN DOYLE

Gary Schaefer

19:49 08 Jun 21

My spouse and I have been associated with Casey and his team for about eight years now. What led us to Wiser - I've always felt we had the discipline to save for what was then our upcoming retirement, but recognized we lacked the financial savvy to properly manage and grow our portfolio. This is where Wiser comes into play. We did our due-diligence, meeting others but the comfort factor (professionalism, knowledge, and trust) was there with Wiser. Now that we're retired, we are comforted by the fact that Casey and team are always available to help us with our financial planning and assist in the continuing growth of our funds and our future. We feel a comfortable yet professional relationship with the Wiser team. Reaching out to Wiser those eight years ago was the appropriate step in securing our future.

Nelle Persons

19:42 18 May 21

I really enjoy listening to these podcasts. They cover a wide variety of topics, and I almost always take away some bits of practical information. Now I’m listening to the Five in Twenty too!

John Phillips

13:58 03 May 21

My wife and I are very comfortable and confident in Casey Smith and Company's handling of our finances! Great people, excellent work on our behalf!

Bill M.

21:22 17 Apr 21

Very professional and superb quality of service! In a testament to their commitment to long-term planning, I have been a customer of Wiser's since Casey assumed leadership. The professionalism and expertise of Casey and his team, in their management of my portfolio, and guidance for estate, tax, risk management planning have helped me get my family to a much more confident financial posture.

Cathy Singletary

18:53 13 Apr 21

It has been our pleasure working with the team at Wiser Wealth Management. I first can to know Casey when he worked at the airlines as a pilot. His interest in helping his fellow employees lead him to share his knowledge of financial management, at 401k workshops. I knew my husband and I could work with him, he laid everything out in layman’s terms, and was patient answering all questions. We live in North Carolina, and have looked at finding someone closer, but it was not the same feeling of trust, and ease of working together, so we stayed with Casey.

John Crane

20:07 24 Feb 21

Great to work with and always available for my random questions. They treat you like you are one of their own. Very helpful in all aspects of financial planning, especially if you are part of the Aviation community as they understand the idiosyncrasies of the business and can point you in the right direction. The financial planning was invaluable and being a fiduciary business always what is best for you.

George Ayres

20:46 18 Feb 21

Casey and his team are super professional and knowledgable. Practical advice and nothing pushy here. I highly recommend them.

Matthew Blase

01:01 18 Feb 21

Personal. Treated like their own family. It’s a hard thing to take all you have and entrust it to someone. Yet this business is all about helping you reach a goal of “financial peace of mind”Give them a chance. A look. A sit down. You won’t be disappointed that you gave them a little bit of your time.Their time is YOUR time

Ann Baker

20:03 17 Feb 21

Casey Smith at Wiser Wealth is a wonderful advisor. He is personable, trustworthy and makes clients feel like family.

keith zimmerman

14:39 09 Feb 21

Casey and his Company has been Great to us. I have Total Faith in them. I have known Casey for many years and even flew with him for years so we have a Very Long History.

William Morgan

18:29 08 Feb 21

I first met Casey Smith in 2005 when with his help I created my Estate Plan. He appeared to be a bright and personable young man and his advice fit my hopes for my financial future. I decided to have him manage my portfolio.I have not been disappointed. I live in Rhode Island but in today's electronic age the distance is not a problem Casey reviews my holdings and makes the changes to keep my portfolio in the agreed balance. I find his fee schedule appropriate. He has my complete trust. He is responsive to every request and has a professional office staff to meet every need.I recommend Wiser Wealth Management anyone needing sound financial advice.

Brenda Westerman

15:44 08 Feb 21

Working with Wiser Wealth Management, Matthews Barnett and Brad Lyons, has been a life changing experience. They have assisted me with becoming debt free with a solid plan for retirement. I highly recommend.

Bill Rutledge

15:17 08 Feb 21

Great communications.

Matthew Moore

17:13 02 Feb 21

Their service to our family has been impeccable, they have always involved us and made all of the planning with us.

Reinhard G

06:40 29 Jan 21

Casey Smith has done a superb job managing my retirement money. I can highly recommend his company Wiser Wealth Management to anybody seeking financial advise.

Garry Dawson

16:17 28 Jan 21

Great communication and service

Charles Allen

17:55 27 Jan 21

Casey and his entire staff provide outstanding service. They are always available for any questions or concerns that I may have and handle my requests promptly and accurately. During the three years that I have been associated with them I have never had a problem. I would recommend them to anyone in need of a financial advisor.

Debbie Suttles

21:45 25 Jan 21

Casey and his team are compassionate caring people. Even if you are not their biggest invested they still treat you like you are.

Wesley Fambrough

21:27 25 Jan 21

Wiser Wealth Management has been handling our financial investments for over 7 years now. My wife and I are very pleased with the results and I would recommend this team to anyone.

A Andrews

20:57 23 Jan 21

Carlene Fregeolle

19:10 13 Jan 21

Gary Sosebee

17:58 09 Jan 21

This a wonderful company to do business with. Casey and his team have gone out of their way to help my family. If you are in need of financial assistance in any way,this is the company you want to have on your side.

Claire Dunaway Cyr

17:45 09 Jan 21

Casey is amazing!! He has literally saved us financially. I cannot sing his praises enough. He advised and walked us through a series of unexpected expenses and losses and informed us of options we were unaware of. Despite the insanity of 2020, we are now in a good position thanks to Casey, adding to our retirement accounts and have gotten our savings back to where it needs to be. I trust Casey and his team to make the best decisions for us, and perhaps best of all, Casey is extremely ethical and I fully trust him with our best interests. I also love that Casey makes himself available to his clients and establishes great relationships... I can and do reach out to Casey when I have financial questions!

Wanda Upchurch

22:21 08 Jan 21

I have been a client @ Wiser Wealth Management for more than 6 years. They work for the benefit of their clients and are respectful and friendly. I have always known they are working in my best interest. I would definitely recommend their services to anyone desiring a trustworthy financial planner.

Chris Watson

23:55 07 Jan 21

Wiser Wealth Management has been my Financial advisor for the last 15 + years. Casey and his staff has been honest, trustworthy and have done a great job for me and my family! I would recomend them for anybody that is looking for financial advise. Chris Watson

Deana Newton

18:45 07 Jan 21

We have used Wiser Wealth Management for our financial needs for years. We feel they always have our interest at heart.

David Beaty

17:23 07 Jan 21

I have known Casey for quite a few years now. He runs a good shop, very knowledgeable and responsive. Everyone that works there is a pleasure to deal with.

Angie Kelly

05:53 30 Oct 20

gary kitchen

21:46 12 Jan 18

I've been with Wiser Wealth for a number of years. Everyone has always treated me very well and I plan to continue working with Casey Smith in the future. Outstanding Company and Staff!!!!

Alexa Brannen

02:07 24 Oct 13

See all reviews Write a review

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 & MilitaryBenefits Guidance

Insurance & Risk Management

Long-term care Planning

Develop a Financial Plan With Our Team

A Higher Standard of Trust

How Wiser is Different

OUR ADVISORS ARE FIDUCIARIES

THERE ARE NO CONFLICTS OF INTEREST

WE BUILD A FINANCIAL PLAN & PORTFOLIO FOR YOU

OUR FEES ARE SIMPLE AND TRANSPARENT

Our Airline Services

Financial Planning

Asset Management

Tax Preparation & Legal Services

401k Allocations

Education Savings

Insurance & Risk Management

Long Term Care Planning

Medicare & Social Security

Meet Your Advising Team

Casey T. Smith

Brad Lyons, CFP®

Matthews Barnett, CFP®ChFC®, CLU®

How Can You Experience Financial Freedom and Be Prepared for the Future?

Read. Watch. Listen.

Wiser Blog

May 26, 2022

Active vs Passive Asset Management

Financial Education

May 27, 2022

Will Social Security Run Out?

A Wiser Retirement Podcast

May 23, 2022

How Does Healthcare Work in Retirement?

Subscribe to receive your optimal airline 401k allocation​

Step 1 of 2

Step 1: Select Your Airline

Step 2: 401K Allocation PDF

Company

Services

Client Access

Firm Information

Airline & Military
Benefits Guidance

Insurance & Risk
Management

Matthews Barnett, CFP®
ChFC®, CLU®

Subscribe to receive your optimal airline 401k allocation