Financial Advisor Roswell, GA2024-06-07T06:54:51-04:00

Portfolio Management and Financial Planning in Roswell, 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
five-star-wealth-manager-2023

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 Roswell, 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 Roswell, 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

Missie Beach

Senior Financial Advisor

Shawna

Senior Financial Advisor

Andrew

Investment Manager

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.​

financial-planning

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.

hourly-financial

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.

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

Wiser Wealth Management, Inc
Excellent
5.0
Based on 101 reviews
review us on
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.
Cliff R.
I don’t worry at all about my investments with Wiser.Absolutely the best
Mike L
Missie Beach and her team do an amazing job. She took the time to listen to our needs and concerns and devised a comprehensive plan to help us achieve our financial goals. My wife and I know we are in great hands with Missie and the team at Wiser Wealth Management
Joe M.
Casey and his team are very professional, thoroughly explain the investment strategy and results, review your goals and plans, and are responsive to any requests.
Christopher N.
Have been with Wiser for eleven years and they have done a fantastic job...so glad that a friend of mine recommended them to me. Thanks to Casey, Missie, and company.
Linda B.
My yearly meeting with our Wiser Wealth Management team went well, as usual. My personal circumstances have changed drastically and Casey has been there to help with everything as my financier and friend. I enjoy working with Casey and feel that he has my best interests at heart.
Heidi D.
Wiser not only makes me wiser but also confident about my finances!
David B.
I have known Casey for quite a few years now. He runs a good shop, very knowledgeable and responsive. Everyone that works there is a pleasure to deal with.
Joe S.
Our advisor is Casey Smith. Casey thoroughly understands our retirement funds as well as our SEP IRA's. He has invested our money wisely and with very little risk involved while still producing income. If anyone ever asks me to recommend a fiduciary fee only financial advisor, I would highly recommend Casey and his company.
Chris W.
Wiser Wealth Management has been my Financial advisor for the last 22+ years. Casey and his staff has been honest, trustworthy and have done a great job for me and my family! I would recomend them for anybody that is looking for financial advise. Chris Watson
Jenny N.
Wouldn't consider going anywhere else!
Jeff C.
For some reason, Google brings up a review I did some time ago for Wiser Wealth, so Google gets one star.Wiser, however, keeps their five star rating. Casey and the team have continued excellent customer service. All questions and fears about the market are answered. Plus, he is a genuinely great guy to work with, as is the whole team. Really happy they are looking after our money!We found Casey on Facebook. Knew nothing about him. And while we aren't millionaires, he treats us as if we were. And his investment strategy has worked really well for us. We have worked with Casey and his team for quite a few years now. Could not be happier we found him.
Shawn H.
I sought out a wealth management firm because I don’t know everything I need to know in order to produce a solid estate plan for my future. I found Wiser through a recommendation by a co-worker at my airline.From my first meeting with Casey (remote. I live in Utah) I knew I was going to enjoy working with Wiser. Casey immediately came across as relatable, focused and genuinely interested in me as a person and as a client. In the information collection phase I communicated regularly with Casey’s staff. They are top notch employees - extremely thorough and responsive. Subsequent meetings were very pleasant and by the end of the whole process my wife and I feel back in control of our future. We feel like all the loose ends are tied up and that we have a solid plan.I have really loved my experience so far with Wiser. I really like paying the upfront one time fee and then an hourly fee for future consultations. My wife and I are very happy and I certainly recommend Wiser.
Matt R.
Casey and his team at Wiser Wealth Management provide excellent financial planning services. Our family researched several options for wealth management before hearing about Wiser, and we are extremely pleased that we went with Wiser to achieve our financial goals.
Cassandra R.
Casey and his team are so thorough and wonderful! They really took our best interest to heart and went above and beyond to do what was best for us. We are so happy to be working with them.
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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.

Roswell, GA History

The city of Roswell was founded in 1839 by Roswell King, who established the Roswell Manufacturing Company. It officially became a city in 1854.

Roswell is located on Georgia Highway 400 and is currently the home of many corporate headquarters, tech businesses, and other industries. With such a strong economy, the small-town appeal of Roswell has made it a popular place for families.

The city’s population is around 90,000, and the median income is about $103,689, well above the national median income for families estimated at $79,900.

Roswell enjoys a solid Parks and Recreations Department, which has received much praise from the Georgia Parks & Recreation Association. The department was recognized as the best department in the state eight times.

Thanks to this department, Roswell enjoys many activities and programs designed for its citizens, many of which take place in the city’s trail system. This area is abundant in natural parks, with an estimated 890.38 acres of parkland.

The city also encourages economic growth in the area through the City of Roswell Economic Development Incentive Policy. The policy aims to assist new businesses in starting up in Roswell or even help new businesses relocate to the area. The city also offers some property tax exemptions for certain goods. For example, finished goods produced in Georgia within the last year enjoy a 100% tax-exempt.

Sources: City of Roswell, New Georgia Encyclopedia

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.

Buyer Beware: Why do they keep trying to sell you that annuity?

Download your FREE copy now!
Buyer Beware: Why do they keep trying to sell you that annuity?

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