Wealth Management for Airline Pilots

Wealth Management for Airline Pilots

FINANCIAL CLARITY

FINANCIAL CONFIDENCE

PEACE OF MIND

FINANCIAL CLARITY

FINANCIAL CONFIDENCE

PEACE OF MIND

99-Client-Satisfaction
ATLWM25-CaseySmith-5star-2025
98-client-retention

Click here for important disclosure information and to learn more about awards we have received and our firm’s ratings, advisor designations, and associations.

Is your financial plan on course?​

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

Retirement Planning

medicare

Medicare & Social Security Guidance

investment

Investment Management

estate

Estate Planning

tax

Tax Planning & Strategy

risk

Insurance & Risk Management

benefits

Long-term Care Benefits

airline

Airline & Military Benefits Assistance

Our Approach to Financial Planning

Schedule a Check Up

We start with a conversation about your goals and concerns to see if we are a good fit.

step2

Create Your Custom Plan

We will implement our financial planning process to set you up for success.

step3

Clear for Takeoff

Once you have your financial plan, you can rest easy knowing you are on track for success.

Meet Your Ground Crew

Casey

President & Retired Airline Captain

Andrew

Investment Manager

Michaela

Financial Advisor

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, a network of trusted CPAs, and attorneys to guide you through every aspect of life, so you can achieve financial freedom. With unlimited access to your dedicated financial advisor, you’ll always have guidance when you need it most.

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 a financial advisor who knows how to guide you toward your goals. We’re here to provide the support you need to stay on the path to achieve financial freedom.

Working with a financial advisor 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. With our financial planning, we equip you to make confident decisions about your financial future.

We help clients write their own stories of success. Yours could be next!​

Chip B.
15 hours ago
Our experience with Wiser Wealth has been extremely "comforting" which says a lot for a firm that is talking with you about your money. From the initial introduction meeting with Casey to our follow-up meetings with William and Grace, they have been professional, personable and efficient in mapping out a pre-retirement plan. No hard sells (as they are strictly a fiduciary) and really focused on what would be best for us as their client. Everything presented to us were recommendations, not scare-tactic directives. From watching their YouTube clips and listening to their podcast, they present themselves as genuine and transparent. We feel better prepared as we approach retirement and hope to continue the relationship under their wealth management product. Highly recommended!
Bea B.
3 days ago
I have been widowed for 2 years. My husband always handled finances perfectly. I could never do that so my brother recommended Wiser Wealth. I don’t even have to think or worry about anything. It’s all taken care of and I’ve had a great year.
George M.
1 week ago
What a pleasant experience we've had working with Michaela & Carolyn at Wiser. The tools they used have been extremely helpful in showing a projection on where our investments can go. Very comfortable dealing with them
Alex G.
2 weeks ago
Outstanding services and experience using them for financial planning!
Valerie P.
3 weeks ago
I had a financial emergency something that needed to be handled right away. I left a message and I got a call right back. I would highly Recommend Wiser for any of your financial needs
Susan D.
4 weeks ago
Michaela and Caroline were great to work with. They provided me with a lot of useful information to help me navigate my retirement when the time comes.
Gerard F.
1 month ago
Entire team is exceptional. We’ve been with Casey for several years, only regret is we did not find them sooner. They are very informative, respond quickly and go out of their way to provide excellent service. Highly recommend
Gerard F.
1 month ago
Entire team is exceptional. We’ve been with Casey for several years, only regret is we did not find them sooner. They are very informative, respond quickly and go out of their way to provide excellent service. Highly recommend
Caroline M.
2 months ago
This firm brings positivity, professionalism and true understanding from start to finish of your personal planning process. Michaela and Caroline did a wonderful job of listening, understanding and creating a plan tailored to our future. We felt heard and guided throughout the entire process. Highly recommend!
Caroline M.
2 months ago
This firm brings positivity, professionalism and true understanding from start to finish of your personal planning process. Michaela and Caroline did a wonderful job of listening, understanding and creating a plan tailored to our future. We felt heard and guided throughout the entire process. Highly recommend!
Gustav K.
2 months ago
Michaela, Caroline & Casey were fantastic to work with. They are very knowledgeable and I feel like I have a game plan, and goals, for the next few years!
I highly recommend them.
Gustav K.
2 months ago
Michaela, Caroline & Casey were fantastic to work with. They are very knowledgeable and I feel like I have a game plan, and goals, for the next few years!
I highly recommend them.
Brandon
2 months ago
We did fee‑only advising with Wiser, and the entire process was frictionless and enjoyable. We met with several financial advisors in the Marietta area, and many were either too focused on selling products or only interested in AUM. From the first call, Wiser was helpful, responsive, and got us scheduled quickly.

Shawna and Alex ran our meetings exceptionally well. They were clear about what information they needed, explained our options in plain language, and walked through the benefits and risks of different approaches based on our goals and timeline. Our conversations went beyond just investments to include insurance and estate planning, and we always felt treated as a family—not a sales opportunity.

We couldn’t be happier with our experience and highly recommend the Wiser team.
Brandon
2 months ago
We did fee‑only advising with Wiser, and the entire process was frictionless and enjoyable. We met with several financial advisors in the Marietta area, and many were either too focused on selling products or only interested in AUM. From the first call, Wiser was helpful, responsive, and got us scheduled quickly.

Shawna and Alex ran our meetings exceptionally well. They were clear about what information they needed, explained our options in plain language, and walked through the benefits and risks of different approaches based on our goals and timeline. Our conversations went beyond just investments to include insurance and estate planning, and we always felt treated as a family—not a sales opportunity.

We couldn’t be happier with our experience and highly recommend the Wiser team.
charlie B.
2 months ago
Fantastic to work with. Highly recommend

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.

Aviation Blogs, Podcasts, and Videos

401k-guides

We know pilots love freebies. Subscribe to receive your optimal airline 401(k) allocation for FREE.