Get a Second Opinion from a Fiduciary, Fee-Only Financial Advisor

Portfolio Management and Financial Planning Tailored Toward Your Goals

Schedule a Meeting

Call Now: 678-250-0595

Get a Second Opinion from a Fiduciary, Fee-Only Financial Advisor

Portfolio Management and Financial Planning Tailored Toward Your Goals

Schedule a Meeting

Call Now: 678-250-0595

Portfolio Risk Analysis

Comprehensive Financial Planning

Advisory Fee-Comparison

Portfolio Risk Analysis

Comprehensive Financial Planning

Advisory Fee-Comparison

Do you have confidence in your financial plan?
It never hurts to get a second opinion.

We can work with you to develop a financial plan and evaluate your investment portfolio to see if you’re on the right track to achieve your goals. If you’re not, we’ll make recommendations to help you get there. Even if your investment portfolio appears sound, a second opinion can help increase your confidence. In fact, you may find that it puts you in a much better financial position.

At Wiser Wealth Management, we start with comprehensive financial planning, unlike most financial advisory firms who solely focus on your investments. We look at your overall financial picture, including tax planning, estate planning, retirement, and insurance. Our financial advisors are fiduciaries, meaning they are legally obligated to act in your best interests. Since we are a fee-only firm and do not receive commissions or referral fees, we can evaluate your financial situation from an unbiased perspective.

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Is your investment strategy built for success?

Making financial decisions can be stressful. Knowing that you’ve taken the time to get an unbiased second opinion can provide peace of mind because you have a plan in place to reach your goals.

Gain Confidence in Your Future

Our advisors will create a financial plan and evaluate your investment portfolio. We can suggest strategies that align with your long-term goals and objectives so that you can have confidence in your future.

Get Unbiased Advice

At Wiser, we are fiduciary financial advisors, which means we are legally responsible to act in your best interest at all times. That’s a responsibility we take very seriously.

Identify Opportunities

If your existing plan doesn’t have you on track to reach your investment objectives, we will make recommendations and identify where adjustments are needed.

Address Complex Situations

If your financial situation is complex, involving multiple income streams, investments, tax implications, estate planning, and more, a second opinion can ensure that all aspects are adequately addressed.

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Meet the team who will help make sure your portfolio is on track to meet your financial 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

All of your financial 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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3 Steps to Get a Second Opinion

We’ll take the time to gain a deep understanding of your needs and goals. We want to learn your communication style and which values are most important to you. By tailoring our services to your specific needs, we can help you achieve your financial goals with confidence.

Schedule a Consultation

During a complimentary consultation with one of our advisors, we get to know you and your unique situation. We will explain how our services can help you achieve your financial goals.

Get Honest Guidance

We will develop a plan by evaluating your current financial situation, including your assets, investments, tax implications, and estate planning needs.

Reach Your Goals

With an established plan and second look on your investments, you can have peace of mind knowing you are on track to meet your financial goals.

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Click here for important disclosure information and to learn more about awards we have received and our firm’s ratings, advisor designations, and associations.

What makes Wiser Wealth Management the best choice for you?

At this stage of your financial journey, it is crucial to have a dedicated team of experts who can provide you with personalized advice and strategic guidance to optimize your wealth.

Portfolio Management

Once we understand your risk tolerance, financial goals, and time horizon, we make recommendations on your investment portfolio that aims to maximize returns while managing risk effectively.

Flat Fee Financial Planning

Our custom financial plans provide the flexibility and affordability of working with a fee-only financial advisor on your terms. If you’re not seeking ongoing portfolio management, we can create a personalized financial plan for a flat fee.

A Dedicated Team

Through our team approach, we work together to offer a comprehensive, personalized, and well-coordinated strategy for achieving your financial goals. This can give you greater confidence and peace of mind for the future.

Simple & Transparent Fees

You may be paying more in fees than you realize, which could affect your long-term goals. As fiduciary advisors, we construct our portfolios using low cost investments. There’s no hidden costs, and you know what you’re paying up front.

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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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review us on

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.

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.

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.

About Us

Common Questions We Answer when Evaluating your Portfolio

Will I be able to retire at the age I am hoping to retire?
Will I outlive my money?
Am I paying too much in fees?
Is my portfolio diversified enough?
Should I rebalance my portfolio?
Does my financial plan have me on track to reach my goals?
Am I taking on too much risk?
Is my rate of return comparable to the market?
What are some tax implications when I start withdrawing from my investments?

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Get a Second Opinion from a Fiduciary, Fee-Only Financial Advisor

Get a Second Opinion from a Fiduciary, Fee-Only Financial Advisor

Do you have confidence in your financial plan?
It never hurts to get a second opinion.

Is your investment strategy built for success?

Gain Confidence in Your Future

Get Unbiased Advice

Identify Opportunities

Address Complex Situations