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.

Develop a Financial Plan With Our Team

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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
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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.
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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.

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

Subscribe to receive your optimal airline 401k allocation

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125 Church Street NE
Carmichael Building, Suite 220
Marietta, Georgia 30060

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