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: 678-820-5144

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 CONFIDENCE

GAIN FINANCIAL CLARITY

GAIN PEACE OF MIND

GAIN FINANCIAL CONFIDENCE

Click here for important disclosure information and to learn more about awards we have received and 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.

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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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Financial Planning Only

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.

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

Casey T. Smith

President, Principal

Shawna Theriault, CFP®, CPA, CDFA®

Senior Financial Advisor

Andrew Pratt, CFA, CBDA

Investment Manager

Michaela Dowdy

Financial Advisor

William Medcalf, CFP®, CBDA

Financial Advisor

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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.

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

Excellent

Wiser Wealth Management, Inc5.0

Based on 179 reviews

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Chip B.

4 days 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.

6 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.

2 weeks 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.

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.

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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.

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