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 in Marietta 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 Marietta that you can trust?
• Are you looking for financial guidance on an hourly basis?
We guide you through our portfolio management and financial planning process with the help of our team in Marietta, 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 Marietta, 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 Marietta, 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
Is your family looking for comprehensive wealth management near Marietta, GA?
Wiser offers portfolio management and financial planning services tailored to your specific needs. We have a team of fiduciary financial advisors near Marietta, GA, as well as a network of trusted CPAs, insurance professionals 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 Marietta, 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!

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.
In 1832, the state of Georgia formed ten counties out of the Cherokee land. The Georgia legislature’s office recognized the city of Marietta on December 19, 1834. However, by that time, a large community was already living there. The city is known, even today, for its many natural resources and museum attractions that gather the attention of hundreds of visitors every year.
Marietta is located along the backdrops of the Chattahoochee River and Kennesaw Mountain. It sits 18 miles northwest of Downtown Atlanta and is the county seat of Cobb County.
The City of Marietta has an estimated 61,497 residents living within the city bounds and an additional population of over 300,000 people who reside in Metro Marietta. This area, while outside the city limits, still gives residents Marietta addresses.
Newcomers to the city are often greeted by the Marietta Welcome Center & Visitors Bureau, which sits in Marietta Square. The bureau has been active for more than a hundred years. It is powered by volunteer staff seven days a week to provide tourists with assistance when visiting the city.
The city of Marietta spans roughly 23 square miles and counts over 6,000 businesses. The community aspect of the town is strong. Council meetings are open to the public and even broadcast on the city’s website and local cable TV channel to encourage residents to participate in the town’s administrative aspects.
Sources: City of Marietta, Marietta Welcome Center & Visitors Bureau, Marietta.com