Feel confident knowing you’re taking the right steps to achieve financial freedom in retirement.
Portfolio management and financial planning tailored towards your goals.
Feel confident knowing you’re taking the right steps to achieve financial freedom in retirement.
Portfolio management and financial planning tailored towards your goals.
GAIN FINANCIAL CLARITY
GAIN PEACE OF MIND
GAIN FINANCIAL SUCCESS
GAIN FINANCIAL CLARITY
GAIN PEACE OF MIND
GAIN FINANCIAL SUCCESS
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.
All of your retirement planning needs in one place.
We help you determine which path is best for you.
Are you looking for portfolio management with comprehensive financial planning?
We offer a unique and total wealth management experience including portfolio management and comprehensive financial planning that is tailored to your retirement needs. We have a team of financial advisors and a network of trusted CPAs, insurance professionals and attorneys to guide you through retirement, so you can achieve financial freedom.
We develop your portfolio that aligns with your financial plan, so you can relax and enjoy life knowing that your finances are in good hands.
Hourly Retirement Advice
Do you manage your finances but want professional advice on retirement?
Financial planning is a necessary and important part of life, but it doesn’t have to be hard. You can get advice from someone who has done this for over 20 years! We’re here to provide the expertise and support you need to stay on the path to achieve financial freedom.
Working with a financial planner 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 retirement needs so that we can provide tailored advice to help you meet your specific goals.
Meet the team that will help you achieve your retirement goals.
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.
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
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.
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.

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?
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.

Keeping you informed on important financial topics related to personal finance, investing, and more!
Is the 60/40 investment portfolio dead?
Brad Lyons, CFP®2023-05-30T12:07:30-04:00May 31, 2023|
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Our podcast covers retirement planning, tax planning, investment management, insurance, and estate planning.
5 Principles of Successful Investing
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