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.

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.

Learn More

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.

Learn More

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

Schedule a Meeting

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, Inc5.0

Based on 174 reviews

See all reviews

review us on

Gerard F.

4 days 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.

3 weeks 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.

3 weeks 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

4 weeks 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.

1 month ago

Fantastic to work with. Highly recommend

Gayle L.

1 month ago

Simply the Best
As a single senior lady, I have relied on Wiser Wealth over the last eight years for advice in a number of areas. Casey and team have made me feel comfortable and confident in my investment decisions.
I highly recommend their services. My 41 year old son and 42 year old daughter are on board too!!
The firm has tripled in size. Their podcasts are fun and informative.

Brandon N.

1 month ago

I’ve been with Wiser Wealth Management for several years, and the entire team is consistently professional and thorough in addressing my personal financial needs. I would highly recommend them to anyone looking for a stronger retirement plan or guidance with current financial questions and goals.

Suzanne M.

2 months ago

Wow—how often do you see a company with 160+ reviews and every single one is five stars? Truly well deserved.

Having the team at Wiser available for advice and guidance has given me real peace of mind. I feel so much safer managing my daughter’s special needs trust and planning for my own retirement.

David G.

2 months ago

My wife and I could not be more pleased with the entire Wiser team. They have done an amazing job of managing our portfolio and retirement planning. We are confident that they have our best interests at heart by removing the burden of wealth management from our plates so that we can focus on enjoying our retirement years. Had we attempted this on our own we would have failed miserably. One of the best decisions we have made was selecting Wiser as our financial planning firm. We cannot recommend them highly enough!

Pam S.

2 months ago

you cannot find a better wealth advisor any where in the metro area !!!!!!!!!!!!!!!!!

Robert A.

3 months ago

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.

3 months ago

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.

3 months ago

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.

3 months ago

John H.

3 months ago

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