Feel confident knowing you’re taking the right steps to achieve financial freedom in retirement.

Portfolio management and financial planning tailored towards your goals.

Schedule a Meeting

Call Now: 678-408-1729

Feel confident knowing you’re taking the right steps to achieve financial freedom in retirement.

Portfolio management and financial planning tailored towards your goals.

Schedule a Meeting

Call Now: 678-905-4450

GAIN FINANCIAL CLARITY

GAIN PEACE OF MIND

GAIN FINANCIAL SUCCESS

GAIN FINANCIAL CLARITY

GAIN PEACE OF MIND

GAIN FINANCIAL SUCCESS

Click here to learn more about awards we have received as well as our firm’s ratings, advisor designations and associations.

Are you worried about making the wrong financial decision that may cost you in retirement?

Trying to find the time to navigate the complexities of planning for retirement can feel overwhelming. Most people over the age of 50 are worried about not having enough money in retirement. Many pre-retirees also don’t know who to trust. How do you hire a retirement planner in Marietta, GA that you know is working in your best interest and not their own?

Lack of financial clarity can be costly, especially when it comes to something as important as planning for retirement and managing your investment portfolio. It’s hard to make informed decisions when you don’t know what you don’t know. Wiser Wealth Management in Marietta, Georgia specializes in investment management and financial planning with no product sales or commissions, so you can reach your retirement goals with confidence.

Schedule a Meeting

All of your retirement planning needs in one place.
We help you determine which path 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.

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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.

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Meet the team that will help you achieve your retirement goals.

Casey T. Smith

President, Principal

Missie Beach, CFP®, CDFA®

Senior Financial Advisor

Shawna Theriault, CFP®, CPA, CDFA®

Senior Financial Advisor

Andrew Pratt, CFA, CBDA

Investment Manager

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About Us

3 Simple Steps to Gain Confidence in Your Retirement

1. Meet with us

We want to get a sense of who you are, where you are on your financial journey and what your goals are for retirement.

2. Design a financial plan

We create a personalized financial plan covering everything from social security, investments, insurance, taxes, and more.

3. Enjoy your retirement

Our team is available for anything that may arise during your journey with us! Now you get to focus on what’s important in life.

Schedule a Meeting

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

Excellent

Wiser Wealth Management, Inc

5.0

Based on 145 reviews

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D N.

So glad I found these guys! I work for the airlines, and everyone seems to be a financial expert in my industry. Casey looks at the big picture, long term and has me on a great path now. Highly recommend! If you are unsure, pick a podcast to listen to they are an easy listen and will give you a sense of what these guys are all about!

Doug H.

I am approaching retirement and was looking for a financial firm to help prepare for my next stage in life.
As always, I perform my research on anything I do. I had seen the Wiser Wealth Management link thru Google search numerous times. I did see the different financial planners at Wiser and saw that Shawna had an avaliable time slot that fit my schedule. Shawna and her co worker Adam made me feel welcome including the whole staff that works there. The office is about 20 minutes away from the house so their location is very convenient.
Overall, I am very happy with the decision I made for a financial planner. The firm offers fee based planning or they can manage your portfolio for you. I did feel like Wiser did not pressure me so I decided to go with the fee based planning with Shawna and Adam and the two of them make a great team. Shawna and Adam always make themselves avaliable for questions or just to touch base to see how things are going.
If you are looking for a financial planner, I highly recommend Wiser Wealth Management and very glad a made the decision to join their team.

Doug

Lauren R.

I am absolutely amazed by the services provided by WWM, in particular Casey Smith. I had a question about a potential real estate investment and had never previously met with a financial planner. I met with Casey, and within 30 minutes I had a very solid picture of what I should do ~ not only about the investment, but an action plan for my overall finances. I am so grateful ~ will DEFINITELY be using them again in the future and recommending them to anyone who needs financial guidance.

Michelle H.

I have been working with Wiser Wealth Management for over 15 years. I wouldn't go anywhere else. All of the staff are helpful, kind, understanding and explain things in terms I can understand and feel at peace about how my money is being protected and growing. I refer people to them all of the time. I am grateful to have them helping me work toward and keep a healthy financial picture as well as when I move into retirement.

LaTrelle A.

Wiser ranks a 10 out of 10!!! Casey has an excellent office staff who will go above and beyond to help with any question you might have. I have been extremely impressed with the help he has given me throughout the last twenty plus years. I would highly recommend Wiser Wealth Management and trust me you want be disappointed.

Carol O.

We've been working with Wiser for many years and are always impressed with the attention to every detail of our current financial status and goals. The team at Wiser is dedicated to providing the most comprehensive planning.

Jeff K.

We recommend Wiser Wealth Management to our friends, neighbors, and family whenever the topic of financial advisors comes up. They are a solid team of professionals offering fee-only service, which is refreshing in an industry where most financial advisors/planners are motivated to either sell you something or steer you to invest in whatever instruments their employers are peddling. Wiser Wealth Management offers a true fiduciary relationship and we feel secure knowing they are in our corner.

Ann T.

I've had an outstanding experience working with Wiser Wealth Management in Marietta, Georgia. Their expertise and personalized approach truly set them apart. I have used this company for all my retirement planning, investment strategies, and tax optimization. They provided a detailed and customized financial plan that helped me achieve my retirement ahead of schedule. The team is incredibly knowledgable, approachable, and always available to answer my questions with clarity and patience. Thanks to their proactive strategies, my portfolio has seen steady growth even in a volatile market. From the very first consultation, I felt valued and understood. Their personalized approach made all the difference. I HIGHLY RECOMMEND Wiser Wealth Management to anyone looking to secure their financial future with confidence.

Vicki A.

We have worked with Wiser Wealth Management for two years and we are very pleased with the results. Missie and Michaela are a pleasure to work with as well as being very knowledgeable in all financial areas. They not only give good investment advice but have referred us to excellent local professionals when needed. They are quick to respond to any request. I wouldn’t hesitate to recommend this firm and Missie and Michaela in particular.

Tony A.

I hired Wiser Wealth to do a flat fee plan as I am entering retirement soon. I had 3 detailed and informative meeting to go over my goals and financial situation. Shawna and Will took the time to get to know me as a person; were relatable and broke down their recommendations in a way that was easy to digest. They were responsive to my questions and concerns. I would definitely recommend Wiser for anyone who needs a second opinion on retirement planning.

Heather R.

I couldn’t be happier with the personalized approach at Wiser Wealth Management! My advisor, Missie, takes the time to ask detailed questions and truly understand my unique financial goals. Her in-depth approach has made all the difference, helping me feel more confident in my financial journey. I see myself getting closer to my goals each day and am thrilled with the tailored guidance and growth I’ve experienced with Wiser. If you’re looking for a financial partner who genuinely cares and offers a personalized touch, I highly recommend Wiser Wealth and their incredible team!

Randall L.

We are very grateful for Wiser and the service they provide - they truly have our best interest at heart. Missie Beach has the heart of a teacher, and not only gave us great advice, but helped us fully understand the “why.” The financial world can be murky, mischievous, deceptive…Wiser doesn’t play those games. We look forward to being long-time clients.

S E.

From the moment we met Casey he was attentive and eager to understand our financial objectives. His patience, knowledge of investment strategies, and collaborative approach allowed us to develop a comprehensive plan to grow our net worth. We continue to be impressed by Casey and his team's loyalty - they are always available to answer our questions and provide valuable guidance. Their professional yet personable demeanor has instilled a high level of confidence, leaving us assured that we made the right decision in partnering with them.

Justin P.

We've had the pleasure of working with Wiser Wealth Management for over ten years, and we can't recommend them enough! From the moment my wife and I walked in, the team at Wiser Wealth made us feel welcomed and valued. They took the time to understand our financial goals and provided tailored advice that has truly made a difference over the years.

Their expertise in investment strategies and retirement planning is impressive. As a fiduciary firm we appreciated their transparent approach—no hidden fees, just straightforward guidance. They also run investment risk scenarios which analyze historical data to test your portfolio in the worse possible markets to ensure you will still meet your financial goals.

Overall, Wiser Wealth is a fantastic choice for anyone looking for personalized financial services. If you want a team that genuinely cares about your financial success, look no further than Casey, Missie, Michaela, Tiffany and the team!

Darren L.

Wiser Wealth Managment was recommended to me, and after spending a few months working with them on a fee only financial plan, I am more than happy to recommend them for your needs. For reference, I was working with Missie Beach and Michaela Dowdy, and cant say enough about their promptness and communication style. Their attention to details, and guidance on complicated comparisons when it comes to choices that need to be made for my pre retirement issues were immensely helpful.

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.

Invest in Your Future with a Retirement Plan Tailored to Meet Your Goals

Investment Management

Portfolio management paired with financial planning to make sure your investments are aligned with your long-term goals.

Estate Planning

We have a network of qualified legal professionals that we can refer you to for your estate planning needs.

Social Security

We will analyze different scenarios to see what age would be best for you to start taking social security.

Long Term Care

Assess your need for a long term care policy to help cover your medical expenses and care in the future.

Medicare & Supplemental Plans

We help you understand your options, how to enroll and also determine your need for supplemental and Medigap plans.

Insurance & Risk Management

We can review and evaluate your insurance needs and we can refer you to a qualified professional as needed.

Tax Planning & Tax Strategy

We can work alongside your CPA for tax planning purposes or we can refer you to a qualified tax professional.

Cash Flow & Income Planning

We look at your expenses in retirement and determine an appropriate amount for you to live on and withdraw from your accounts.

Schedule a Meeting

What makes Wiser Wealth Management the best choice for you?

Whether you are preparing for retirement or you have already retired, our financial advisors are here to help you on your financial journey.

A Retirement Plan Personalized for You

We discuss your retirement goals and help you stay on track to reach those goals. With our retirement planning services, you will be able to enjoy life knowing that your finances are in good hands.

Portfolio Management with Comprehensive Financial Planning

We provide portfolio management paired with comprehensive financial planning. We develop a portfolio that is aligned with your retirement plan, so you can focus on what really matters.

Simple and Transparent Fees

Having simple and transparent fees means there’s no reason to worry about hidden costs. We have an easy to understand fee structure based on the amount of assets we manage for you or we can use a flat fee. It’s up to you!

Fiduciary Financial Advisors

At Wiser Wealth Management, being a fiduciary financial advisor means we are legally responsible to act in your best interest at all times. That’s a responsibility that we take very seriously, and it drives everything we do for our clients.

Schedule a Meeting

10 Common Questions We Answer in Retirement Planning:

When can I retire?
Do I have enough money to retire?
When should I file for Social Security benefits?
Are my investments too risky for this point in my life?
What will my healthcare cost in retirement?
How can I minimize taxes in retirement?
How do I start collecting my pension benefits?
Should I change my insurance policies in retirement?
Do I need to update my will or other estate planning documents?
How much can I withdraw monthly from my retirement account?

Schedule a Meeting

Modern Technology to Guide You to Financial Success

Have peace of mind on the go with technology Wiser Wealth has for clients to access anywhere.

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Download your FREE copy now!
Your Pre-Retirement Checklist

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Feel confident knowing you’re taking the right steps to achieve financial freedom in retirement.

Feel confident knowing you’re taking the right steps to achieve financial freedom in retirement.

Are you worried about making the wrong financial decision that may cost you in retirement?

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

Meet the team that will help you achieve your retirement goals.

Casey T. Smith

Missie Beach, CFP®, CDFA®

Shawna Theriault, CFP®, CPA, CDFA®

Andrew Pratt, CFA, CBDA

3 Simple Steps to Gain Confidence in Your Retirement

1.

Meet with us

2.

Design a financial plan

3.

Enjoy your retirement

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

Invest in Your Future with a Retirement Plan Tailored to Meet Your Goals

Investment Management

Estate Planning

Social Security

Long Term Care

Medicare & Supplemental Plans

Insurance & Risk Management

Tax Planning & Tax Strategy

Cash Flow & Income Planning

What makes Wiser Wealth Management the best choice for you?

A Retirement Plan Personalized for You

Portfolio Management with Comprehensive Financial Planning

Simple and Transparent Fees

Fiduciary Financial Advisors

10 Common Questions We Answer in Retirement Planning:

Modern Technology to Guide You to Financial Success

Have peace of mind on the go with technology Wiser Wealth has for clients to access anywhere.

Resources

Wiser Blog

Tax Implications of Selling a Business

Educational Videos

How to Calculate Your Net Worth

Podcast

Getting to Know Missie Beach: Empowering Clients and Making a Difference

Download your FREE copy now! Your Pre-Retirement Checklist

Download your FREE copy now! Your Pre-Retirement Checklist

All of your retirement planning needs in one place.
We help you determine which path is best for you.

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

Download your FREE copy now!
Your Pre-Retirement Checklist

Download your FREE copy now!
Your Pre-Retirement Checklist