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

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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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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

Shawna Theriault, CFP®, CPA, CDFA®

Senior Financial Advisor

Andrew Pratt, CFA, CBDA

Investment Manager

Michaela Dowdy

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, Inc

Based on 161 reviews

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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.

Nelson R.

Casey and his team are the best! We have faith and confidence in their dedication to providing us with the very best service and returns possible.

Meg H.

My husband and I had a great experience working with the WWM team! Their process was easy and intuitive, which gave us confidence and set us up for success throughout the entire planning process.

They took the time to thoroughly explain each step, answer all our questions, and guide us through decisions and future planning.

By the end of the process, we felt supported, informed, and excited about the future. It’s rare to encounter a team that’s exceptionally skilled, organized and friendly. We couldn’t be happier with our experience and strongly recommend their services!

Steven H.

Wiser has been fantastic in our financial planning! They are always quick to respond, are prepared for meetings and have very informative graphs and outlooks.

eric D.

Fabulous fiduciary financial firm, so happy we found Casey and his Team!
We are free to enjoy our retirement while having Wiser managing our retirement assets.
Don't forget to check out their podcast.
Thanks, Casey Shawna and William

Bea B.

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.

Brian C.

I've been with Wiser Wealth Management for a little over a year now and I'm impressed with them ! They always answer or return calls right away whenever I have questions or need answers. During the last year, I have worked with Missie and Andrew and they are fantastic. They are friendly, respectful and treat me as a valued client. I'm Happy I chose Wiser for my investments and would highly recommend them.

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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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?

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