Financial Advisor Acworth, GA2025-10-29T12:58:58-04:00

Portfolio Management and Financial Planning in Acworth, GA

Unlock Your Wealth Potential with our Financial Advisory Services

PEACE OF MIND

TRUSTWORTHY ADVICE

FINANCIAL CLARITY

PEACE OF MIND

TRUSTWORTHY ADVICE

FINANCIAL CLARITY

99-Client-Satisfaction
ATLWM25-CaseySmith-5star-2025

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 looking to build a relationship with a local financial advisor you can trust?

You’re working hard to achieve your financial goals, but you may not have the time or knowledge to do everything on your own. That’s where we come in. Making wise financial decisions is critical, and it helps to have a team of expert investment advisors in Acworth, GA to navigate through all the options, so you can make the best choices for your future.

At Wiser Wealth Management, our advisory services go beyond mere investment management. We take a comprehensive approach to wealth management, considering all aspects of your financial life. This includes retirement planning, tax strategies, estate planning, risk management, and charitable giving. We aim to optimize your financial position in every facet, partnering with you for the long-term.

What Makes Wiser Wealth Management Unique

At Wiser, we take a different approach to helping people with their finances. We work hard to provide unbiased advice about the products and services available so that you can make an informed decision about what is right for you.

Tailored Wealth Management

We take a comprehensive approach to wealth management, considering all aspects of your financial life. Once we understand your risk tolerance, financial goals, and time horizon, we’ll develop a customized investment portfolio that aims to maximize returns while managing risk effectively.

Fiduciary & Fee-Only

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 and offer advice from an unbiased perspective.

Holistic Financial Planning

Our advisors can work with you to develop a comprehensive plan that aligns with your unique circumstances and goals. During our planning process we cover everything from social security, investments, insurance, taxes, estate planning, and more.

Experienced
Advice

Our team of credentialed, fiduciary financial advisors brings you over 55 years of combined financial experience. Wiser’s structure ensures a team approach to meet the asset management and financial planning needs of each client.

If you’re looking for a financial advisor in Acworth, GA, our team is here to help.

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 investments, tax planning, estate planning, retirement, and insurance. By tailoring our services to your specific needs, we can help you achieve your financial goals with confidence.

Meet the team that will guide you through every stage of your financial journey.

Casey

President, Principal

Andrew

Investment Manager

Michaela-2025

Financial Advisor

William-Headshot-2025

Financial Advisor

3 Steps to Gain Confidence in Your Financial Future

01

Schedule a Consultation

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

02

Create a Custom Plan

We will develop a financial plan by evaluating your current financial situation, including investments, tax strategies, retirement, insurance and estate planning.

03

Reach Your Goals

Once your financial plan and investments are aligned with your goals, you can have peace of mind knowing you are on track to meet your financial goals.

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

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.

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.

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

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.

5 Reasons Why It’s Better to Work with a Local Financial Advisor

Common-Questions
  • Personalized Service: Being able to meet face-to-face can foster a more personal and collaborative relationship. In-person communication can make it easier to discuss sensitive financial matters and build trust.

  • Accessibility: Working with an advisor in your area means easier access for meetings, discussions, and responses to questions or concerns.

  • Building Trust: Trust is a crucial aspect of a financial advisor-client relationship. Being able to meet in person and have regular interactions with your advisor can help establish and maintain that trust.

  • Community Connections: Local advisors often have a network of local professionals and contacts, which can be beneficial for referring clients to accountants, attorneys, insurance professionals or real estate agents.

  • Personalized Advice: A local advisor can take the time to understand your unique financial goals, family situation, and lifestyle because they are more likely to be familiar with the local cost of living, job market, and other factors that affect your financial planning.

Acworth, GA History

Established in 1831, Acworth was part of the Cherokee Nation. The town received its name from Joseph L. Gregg, who was an engineer and named it after his hometown, Acworth in New Hampshire.

Acworth was officially incorporated in 1860 and became a city part of Cobb County in Georgia. The estimated population in Acworth sits at around 22,818, with a total area of about 9.79 square miles.

The city also has some unincorporated areas which extend to Borrow, Cherokee, and Paulding counties.

The area is often referred to as “the Lake City” thanks to its positioning near Lake Allatoona and Lake Acworth. The city of Acworth is governed by a 5-member Board of Aldermen and a mayor, each serving four-year terms and five-year terms, respectively.

The Cobb County School District oversees public education in Acworth. The city provides residents with many recreational activities, many of which are held outdoors to leverage the area’s natural beauty. Acworth also has many restaurants, festivals, and major attractions that offer residents a high quality of life and get the attention of many visitors every year.

One of the main areas in Acworth that attract both residents and tourists is the Historic Downtown. This area holds a variety of dining and shopping options, as well as boutiques and galleries that feature local art.

Sources: City of Acworth, CityTownInfo.com, AcworthTourism.org

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.

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.

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