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 Woodstock 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 Woodstock 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 Woodstock, 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 Woodstock, 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 Woodstock, 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 Woodstock, GA?
Wiser offers portfolio management and financial planning services tailored to your specific needs. We have a team of financial advisors near Woodstock, 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 Woodstock, 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.
Woodstock, located in Cherokee County, Georgia, has a population of around 33,039 residents and extends over a 12.67 square mile radius. The city received the title of the 10th fastest growing suburb in 2007, according to Forbes.com
Woodstock was incorporated as a town in 1897. Even before its incorporation, Woodstock was already considered a vital figure in agricultural and industrial settlement from its very early stages of development. As a result, the town has been no stranger to growing its size and population.
After being incorporated, Woodstock became a trading center specializing in cotton and rope. However, it also has many agricultural products to offer as well. It was also the first city in Cherokee county to install streetlights.
Presently, Woodstock enjoys its role as a small residential city. While its agricultural and industrial side isn’t as strong as it used to be, the area has an expanding business district and many modern amenities, which tremendously increase residents’ quality of life.
In 2006, the city created the Woodstock Area Convention and Visitors Bureau to promote tourism and other activities and events occurring in the area. From outdoor activities like kayaking and fishing at Lake Allatoona to taking a walk in the Park at City Center to exploring all the Woodstock Arts: Event Green has to offer, there is no shortage of sites to see and activities to enjoy. The town center has gone through a massive revival and now enjoys many new businesses such as restaurants, cafes, stores, and other venues.
Sources: City of Woodstock, Visit Woodstock