Portfolio Management and Financial Planning in Atlanta, GA

Unlock Your Wealth Potential with our Financial Advisory Services

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PEACE OF MIND

TRUSTWORTHY ADVICE

FINANCIAL CLARITY

PEACE OF MIND

TRUSTWORTHY ADVICE

FINANCIAL CLARITY

Click here to learn more about awards we have received as well as 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 Atlanta, 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.

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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.

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If you’re looking for a financial advisor in Atlanta, 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.

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

Casey T. Smith

President, Principal

Missie Beach, CFP®, CDFA®

Senior Financial Advisor

Shawna Theriault, CFP®, CPA, CDFA®

Senior Financial Advisor

Andrew Pratt, CFA®

Investment Manager

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About Us

3 Steps to Gain Confidence in Your Financial Future

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.

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.

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.

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

Excellent

Wiser Wealth Management, Inc

5.0

Based on 126 reviews

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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.

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.

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

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.

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Atlanta, GA History

Atlanta is the capital city of the state of Georgia. With a population of around 498,715, it is the state’s most populated city and the 8th largest in the Southeast.

Residents here enjoy unique scenery, as Atlanta features many natural sites worth exploring. From art galleries to dinosaur museums, to multiple national sports teams, to excellent shopping and street art, there is no shortage of exciting sites to see and activities to enjoy in Atlanta.

It was founded in 1837 as Marthasville, right at the end of the Western & Atlantic railroad line. It would be officially incorporated as Atlanta in 1847.

In its early days, the city of Atlanta did not feature many opportunities for settlers in the area. It only had about 2,500 residents and a handful of businesses. However, the city would soon expand and attract more people and businesses, eventually becoming one of the wealthiest cities in the US.

The city’s estimated GDP sits at an estimated $406 billion, making Atlanta the tenth largest economy in US cities and the 20th largest in the world. It has a relatively diverse economy with representatives from all sections and industries, from technology to manufacturing, transportation, healthcare, media, and more.

Residents in Atlanta enjoy all the amenities of life in the big city. Still, its infrastructure makes it easy for residents to reach nearby quieter towns in the metro area.

Sources: City of Atlanta, CityTownInfo.com

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.

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Portfolio Management and Financial Planning in Atlanta, GA

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

What Makes Wiser Wealth Management Unique

Tailored Wealth Management

Fiduciary & Fee-Only

Holistic Financial Planning

Experienced
Advice

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