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

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

Casey T. Smith

President & Retired Airline Captain

Shawna

Shawna Theriault, CFP®, CPA, CDFA®

Senior Financial Advisor

Andrew

Andrew Pratt, CFA®, CBDA

Investment Manager

Michaela-2025

Michaela Dowdy

Financial Advisor

All of your financial planning needs in one place. ​
We help you determine which runway is best for you.​

Wealth Management​

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.

Flat Fee Financial Planning​​

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 flat fee 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!​

Excellent
Wiser Wealth Management, Inc
Based on 166 reviews
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Robert A.
Pulled into the Wiser schoolhouse for recurrent training last week.

At Wiser this is an hour or so of reviewing documents/statements, checking to see if you're aware of emails, (now called podcasts) and review of any pertinent changes to the Federal Regulations. All this presented by slides and open discussion.
This type of classroom learning may be a distant memory to some folks :)

But as usual, I learned somethings.
I learned that as I have gotten older, my retirement goals have changed. Turns out that playing a lot of golf can hurt your back. (Who knew?)
Also, I learned that changes to the goals, complicates how the portfolio can meet those changes. In other words, I'm going to need the continuing help of the folks a Wiser for the foreseeable future.

Keep in mind:
1. You only get one shot at doing this right (Sound familiar?)
2. Use all available resources to get help
3. The training never ends. (No change there!)

B. Newnan
keith Z.
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.
John P.
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!
Karen G.
John H.
Frank M.
Wiser's low cost, evidence based, straight forward investment philosophy matches well with my preferences. I find the advisors very knowledgeable and focused on the client's (my) interest. They have helped me with my transition to retirement and managing my finances in retirement
LuAnn B.
Wiser Wealth is very attentive to clients. I love that they are not all about the bottom line, they are about doing what is best for their clients. They've done a great job for me. I also love their podcasts and YouTube videos. I listen to most of them. Even if they don't seem to apply to my situation I sometimes learn things that do in fact apply to me. Thanks to you all!
Steve E.
We Highly recommend Wiser Wealth Management for ALL your Wealth Planning needs for sure. From the first call to Casey to the intro to Shawna. Shawna holds a wealth of knowledge from of ALL aspects of wealth Management with the credentials to back it up. With the years of experience, she exudes excellence. She's a great listener then she acts on everything that she goes over. We feel the trust you should have with a wealth manager vs someone just wanting your money for their commissions. Make an appointment with her today you make a decision. With her CPA background it's paramount to have someone that has your back and look out for you. Taxes will make or break you.
James P.
I switched over to Wiser a little over a year ago. Mainly because of Shawna Theriault who I had worked with when I used another firm. The service my wife and I have received from Shawna and the Wiser team has been nothing less than outstanding. They are always readily available, professional and helpful. Of course it also helps that my returns have increased significantly since going with them. At this point in time I wouldn’t trust my financial retirement to anyone else.
Gloria M.
Wiser Wealth Management truly delivers white glove service to their clients. They are very organized in their approach to evaluating your financial situation and goals. Their follow through is impeccable. I was impressed by how knowledgeable and thorough they were, and they addressed not only the questions I had, but gave me helpful information about issues I hadn’t thought to consider. I left my client meetings with Financial Advisor Michaela Dowdy feeling clear about next steps and confident that I had made the right decision in retaining this firm.
Trish L.
Would highly recommend Wiser Wealth Management. Shawna, Alex and William were extremely knowledgeable and personable. The Wiser process from discovery to deliverable is well thought out and the communication is excellent.
Penny M.
Always a pleasure to spend time with our friends and advisors at Wiser! Professional and knowledgeable counsel across all concerns and strategies.
J W K.
We have been with Wiser Wealth Management for many years. They’ve done a great job investing our money and growing our portfolio! We always receive fantastic service anytime we have questions or financial needs. They treats us as if we are their only client. We did not fear our retirement years with this company at the helm!
Roger R.
My wife and I recently moved the the area and need to work with a management company in Ga. I was sold on our 1st visit, Very thorough,. They take the time to understand your investment goals and retirement plans.
John S.
Listen to concerns. Responsive. Explain things very well in easy to understand language. Casey, Grace and the entire team are professional, patient and personable. IMHO and experience, Wiser Wealth Management is first rate.

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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