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

Missie Beach, CFP®, CDFA®

Senior Financial Advisor

Shawna Theriault, CFP®, CPA, CDFA®

Senior Financial Advisor

Andrew Pratt, CFA, CBDA

Investment Manager

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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 and a network of trusted CPAs and attorneys to guide you through every aspect of life, so you can achieve financial freedom.

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 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 unique needs so that we can provide tailored advice to help you meet your specific goals.

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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 to learn more about awards we have received as well as 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.

Hourly Financial Planning

Our custom financial plans offer the flexibility and affordability of working with a fee-only financial advisor on your own terms. We can work with you on an hourly basis if you’re not looking for someone to manage your portfolio.

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 125 reviews

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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.

Justin P.

We've had the pleasure of working with Wiser Wealth Management for over ten years, and we can't recommend them enough! From the moment my wife and I walked in, the team at Wiser Wealth made us feel welcomed and valued. They took the time to understand our financial goals and provided tailored advice that has truly made a difference over the years.Their expertise in investment strategies and retirement planning is impressive. As a fiduciary firm we appreciated their transparent approach—no hidden fees, just straightforward guidance. They also run investment risk scenarios which analyze historical data to test your portfolio in the worse possible markets to ensure you will still meet your financial goals.Overall, Wiser Wealth is a fantastic choice for anyone looking for personalized financial services. If you want a team that genuinely cares about your financial success, look no further than Casey, Missie, Michaela, Tiffany and the team!

Darren L.

Wiser Wealth Managment was recommended to me, and after spending a few months working with them on a fee only financial plan, I am more than happy to recommend them for your needs. For reference, I was working with Missie Beach and Michaela Dowdy, and cant say enough about their promptness and communication style. Their attention to details, and guidance on complicated comparisons when it comes to choices that need to be made for my pre retirement issues were immensely helpful.

Kelly O.

I'm grateful for the guidance and expert assistance of the Wiser Wealth Management team as I go into retirement. Missy and Michaela are professional and pleasant to work with. They have excellent financial knowledge, but the way they personalized a plan for us and answered our many questions is the true value to us. Their unhurried approach made us feel comfortable to ask any question and not feel uncomfortable. There are so many unknowns and going into the process we were quite nervous about it, but after each meeting we walked away feeling confident in our plan.

bruce D.

We have been with Casey for thirteen years and has proven to be an exceptional wealth manager. He and his staff have our total trust!

Cheryl S.

We are so thankful for Casey and his team at Wiser Wealth Management. The team is always available for any questions, their planning process is very detailed, and we trust their advice.

Susie B.

Shawna and William have been fantastic at guiding us towards our financial goals . They listened well, made excellent suggestions and entertained a lot of questions. We love that they were not just pushing big firm mutual funds on us. Rather, they looked over all areas of our finances (not just 401k) and helped assure us that actions we were taking now would be realized in the future. Lots of achievable short term and realistic actions to help us along the way. We could not recommend this firm enough!

Sergio S.

Major airline Captain. Was recommended to Casey through a friend of mine and I am glad I went with him. Love his non-fee based approach. God willing for the next 37 years, that would be a substancial amount. I feel confident in calling Casey for a quick question to make sure I am following a good path. He always is responsive within the same day. Highly remind him if you are an airline guy!

David G.

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 walking us through our recent transition to retirement. We are confident that they have our best interest at heart. On top of that, they are just nice folks to work with!

Amy R.

The team at Wiser Wealth Management is fantastic. They always respond to my questions and concerns quickly, and offer knowledgable advice. I've been very please over the years with the way they've helped me manage my resources and prepare for the future. I highly recommend working with them, especially if you're not super confident when it comes to financial investing.

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?

Schedule a Meeting

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