Second Opinion2024-06-01T11:56:49-04:00

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

Portfolio Management and Financial Planning Tailored Toward Your Goals

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

Portfolio Management and Financial Planning Tailored Toward Your Goals

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.

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.

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

casey

President, Principal

Missie Beach

Senior Financial Advisor

Shawna

Senior Financial Advisor

Andrew

Investment Manager

All of your financial planning needs in one place. ​
We help you determine which path is best for you.​

financial-planning

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.

hourly-financial

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.

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.

01

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.

02

Get Honest Guidance

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

03

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.

99-Client-Satisfaction
five-star-wealth-manager-2023

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.

Investment Management icon

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.

We help clients write their own stories of success. Yours could be next!​

Wiser Wealth Management, Inc
Excellent
5.0
Based on 104 reviews
review us on
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.
Cliff R.
I don’t worry at all about my investments with Wiser.Absolutely the best
Mike L
Missie Beach and her team do an amazing job. She took the time to listen to our needs and concerns and devised a comprehensive plan to help us achieve our financial goals. My wife and I know we are in great hands with Missie and the team at Wiser Wealth Management
Joe M.
Casey and his team are very professional, thoroughly explain the investment strategy and results, review your goals and plans, and are responsive to any requests.
Christopher N.
Have been with Wiser for eleven years and they have done a fantastic job...so glad that a friend of mine recommended them to me. Thanks to Casey, Missie, and company.
Linda B.
My yearly meeting with our Wiser Wealth Management team went well, as usual. My personal circumstances have changed drastically and Casey has been there to help with everything as my financier and friend. I enjoy working with Casey and feel that he has my best interests at heart.
Heidi D.
Wiser not only makes me wiser but also confident about my finances!
David B.
I have known Casey for quite a few years now. He runs a good shop, very knowledgeable and responsive. Everyone that works there is a pleasure to deal with.
Joe S.
Our advisor is Casey Smith. Casey thoroughly understands our retirement funds as well as our SEP IRA's. He has invested our money wisely and with very little risk involved while still producing income. If anyone ever asks me to recommend a fiduciary fee only financial advisor, I would highly recommend Casey and his company.
Chris W.
Wiser Wealth Management has been my Financial advisor for the last 22+ years. Casey and his staff has been honest, trustworthy and have done a great job for me and my family! I would recomend them for anybody that is looking for financial advise. Chris Watson
Molly K.
The team here is great, and they always respond so quickly to any questions I have. Highly recommend!
Jenny N.
Wouldn't consider going anywhere else!
Jeff C.
For some reason, Google brings up a review I did some time ago for Wiser Wealth, so Google gets one star.Wiser, however, keeps their five star rating. Casey and the team have continued excellent customer service. All questions and fears about the market are answered. Plus, he is a genuinely great guy to work with, as is the whole team. Really happy they are looking after our money!We found Casey on Facebook. Knew nothing about him. And while we aren't millionaires, he treats us as if we were. And his investment strategy has worked really well for us. We have worked with Casey and his team for quite a few years now. Could not be happier we found him.
Shawn H.
I sought out a wealth management firm because I don’t know everything I need to know in order to produce a solid estate plan for my future. I found Wiser through a recommendation by a co-worker at my airline.From my first meeting with Casey (remote. I live in Utah) I knew I was going to enjoy working with Wiser. Casey immediately came across as relatable, focused and genuinely interested in me as a person and as a client. In the information collection phase I communicated regularly with Casey’s staff. They are top notch employees - extremely thorough and responsive. Subsequent meetings were very pleasant and by the end of the whole process my wife and I feel back in control of our future. We feel like all the loose ends are tied up and that we have a solid plan.I have really loved my experience so far with Wiser. I really like paying the upfront one time fee and then an hourly fee for future consultations. My wife and I are very happy and I certainly recommend Wiser.
Matt R.
Casey and his team at Wiser Wealth Management provide excellent financial planning services. Our family researched several options for wealth management before hearing about Wiser, and we are extremely pleased that we went with Wiser to achieve our financial goals.
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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.

Common-Questions

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?

Resources

Keeping you informed on important financial topics related to personal finance, investing, and more!

In these short educational videos, the Wiser team discusses a different financial topic each week.

Our podcast covers retirement planning, tax planning, investing, insurance, and estate planning.

Buyer Beware: Why do they keep trying to sell you that annuity?

Download your FREE copy now!
Buyer Beware: Why do they keep trying to sell you that annuity?

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