GAIN FINANCIAL CLARITY
GAIN PEACE OF MIND
GAIN FINANCIAL SUCCESS
GAIN FINANCIAL CLARITY
GAIN PEACE OF MIND
GAIN FINANCIAL SUCCESS
Click here to learn more about awards we have received as well as our firm’s ratings, advisor designations and associations.
Take the first step towards changing your future. Our team of financial planners near Dallas can help.
• Do you feel confident knowing that you’re on track for retirement?
• Is your long-term financial plan one-size-fits-all or specifically tailored to you?
• Are you looking for a second opinion on your current investment portfolio?
• Is your financial plan designed to help you leave a financial legacy?
• Have you struggled finding the right financial advisor in Dallas that you can trust?
• Are you looking for financial guidance on an hourly basis?
We will guide you through our portfolio management and financial planning process with the help of our team near Dallas, GA.
Custom Financial Planning
Our financial planners take the time to get to know you and understand your unique needs. Then we can develop your custom financial plan tailored to meet your specific goals.
Trustworthy & Unbiased Advice
We are fiduciary financial advisors, meaning we are legally obligated to act in your best interest. We receive no commissions, referral fees, or any other hidden fees. This allows us to always put your best interests first when providing financial advice.
Simple & Transparent Fees
Having simple and transparent fees means there’s no need to worry about hidden costs. We have an easy fee structure based on the amount of assets we manage for you or financial advice by the hour.
If you’re looking for a financial advisor in Dallas, GA, our team is here to help.
We serve all kinds of people from all walks of life who are ready for a better way forward when it comes to managing their money and achieving their goals. Whether you need guidance on investments or financial planning including retirement, estate planning, tax planning, or insurance, we will walk through each step together until you feel confident in your new plan.
3 simple steps to gain confidence in your financial future
Develop a financial plan with our team located in Dallas, GA!
1.
Schedule a discovery meeting with a financial consultant.
We want to get a sense of who you are and what your goals for the future might be. We will gather detailed information about you.
2.
Together, we design a financial plan tailored to you.
We’ll help you create a personalized financial plan covering retirement and investment decisions for your specific situation.
3.
We implement and monitor your progress.
Our team is dedicated and available for anything that may arise during your journey with us! You get to focus on what’s important in life.
Portfolio Management
Are you looking for comprehensive wealth management near Dallas, GA?
Wiser offers portfolio management and financial planning services tailored to your specific needs. We have a team of financial advisors near Dallas, GA, as well as a network of trusted CPAs and attorneys to guide you through every stage of life. We develop portfolios that are aligned with your financial plan, so you can focus on what really matters. Contact us today to learn more about how we can help you achieve financial freedom.


Hourly Financial Consulting
Are you looking for financial advice by the hour near Dallas, GA?
Working with a financial planner can seem a bit overwhelming at first, but it doesn’t have to be. Once we get to know you and your situation, we provide tailored advice to help you reach your goals. This is a great option for the DIY investors looking for a second opinion, those making life transitions, or those with specific questions. Since we charge by the hour, you can rest assured knowing that you’re only paying for the time and advice that you need.
We help clients write their own stories of success. Yours could be next!

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Dallas, Georgia, is located around 38 miles northwest of Downtown Atlanta in Paulding County and was named one of the best places to live in the United States by CNN and Money Magazine in 2007.
The suburb has a rich history and was originally settled during the height of the Georgia Gold Rush in 1828. As people were increasingly disappointed by the small amounts of gold found, they began building homes and growing crops. The suburb was officially created with just 40 acres of land purchased by Garret H.Spinks in 1852 and was incorporated later on February 8, 1854.
The city’s surface spans roughly 7 square miles, with a population of about 13,014. Though a relatively young and modern city, Dallas, GA managed to preserve much of its traditional charm and signature southern hospitality. The Silver Comet Trail is a key attraction in the city, a paved path for cyclists that goes all the way to Alabama and brings many interested in outdoor sports each year.
Dallas also boasts many opportunities for its residents, from parks to strong presences from the cotton and oil industries which offer employment opportunities in the areas. Dallas is home to one of the largest airplane manufacturing centers in the United States. The young community from Dallas enjoys a vibrant culture that mixes history and modern times, making Dallas an idyllic town in Georgia.
Sources: City of Dallas, City of Dallas (institution)