PEACE OF MIND
TRUSTWORTHY ADVICE
FINANCIAL CLARITY
PEACE OF MIND
TRUSTWORTHY ADVICE
FINANCIAL CLARITY
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 Kennesaw, 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.
If you’re looking for a financial advisor in Kennesaw, 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.
Michaela Dowdy
Financial Advisor
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!
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.
Kennesaw, GA History
The city of Kennesaw was founded in 1887 as a direct result of Western and Atlantic railroad workers requiring housing in the area. It sits in Cobb County and is located in the Greater Atlanta metropolitan area.
In 2004, the city of Kennesaw was established as a Preserve America Community, an initiative conducted by the federal government to encourage and support the preservation of local culture and heritage.
The city goes to great lengths to preserve its history and cultural heritage. It has many resources that aim to showcase that history. For instance, the Southern Museum of Civil War and Locomotive History routinely collaborates with many local schools to facilitate learning and education regarding the city’s history.
Kennesaw has approximately 32,000 residents, making it the 9th largest city in the Atlanta Metro Area by population. The city’s population has grown rapidly due to Kennesaw State University and the favorable location that provides residents easy access to the larger Atlanta Metro area.
Residents in the city have an estimated median family income of roughly $85,153, compared to the national median income of $67,521. Around 88.9% of residents are above the poverty line, making Kennesaw a relatively wealthy community.
The City of Kennesaw offers residents a high quality of life as well. Their Parks and Recreation programs routinely hold many events designed to engage the community, improve the city amenities and sanitation, and even conduct environmental initiatives.
Sources: City of Kennesaw, Census.gov
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.
