Portfolio Management and Financial Planning in Woodstock, GA

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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 Woodstock, 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.

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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.

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If you’re looking for a financial advisor in Woodstock, 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.

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Meet the team that will guide you through every stage of your financial journey.

Casey T. Smith

President, Principal

Shawna Theriault, CFP®, CPA, CDFA®

Senior Financial Advisor

Andrew Pratt, CFA, CBDA

Investment Manager

Michaela Dowdy

Financial Advisor

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About Us

3 Steps to Gain Confidence in Your Financial Future

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.

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.

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.

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About Us

All of your financial planning needs in one place.
We help you determine which path is best for you.

Wealth Management

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.

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Flat Fee Financial Planning

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.

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

Excellent

Wiser Wealth Management, Inc

Based on 148 reviews

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eric D.

Fabulous fiduciary financial firm, so happy we found Casey and his Team!
We are free to enjoy our retirement while having Wiser managing our retirement assets.
Don't forget to check out their podcast.
Thanks, Casey Shawna and William

Bea B.

I have been widowed for 2 years. My husband always handled finances perfectly. I could never do that so my brother recommended Wiser Wealth. I don’t even have to think or worry about anything. It’s all taken care of and I’ve had a great year.

Brian C.

I've been with Wiser Wealth Management for a little over a year now and I'm impressed with them ! They always answer or return calls right away whenever I have questions or need answers. During the last year, I have worked with Missie and Andrew and they are fantastic. They are friendly, respectful and treat me as a valued client. I'm Happy I chose Wiser for my investments and would highly recommend them.

D N.

So glad I found these guys! I work for the airlines, and everyone seems to be a financial expert in my industry. Casey looks at the big picture, long term and has me on a great path now. Highly recommend! If you are unsure, pick a podcast to listen to they are an easy listen and will give you a sense of what these guys are all about!

Doug H.

I am approaching retirement and was looking for a financial firm to help prepare for my next stage in life.
As always, I perform my research on anything I do. I had seen the Wiser Wealth Management link thru Google search numerous times. I did see the different financial planners at Wiser and saw that Shawna had an avaliable time slot that fit my schedule. Shawna and her co worker Adam made me feel welcome including the whole staff that works there. The office is about 20 minutes away from the house so their location is very convenient.
Overall, I am very happy with the decision I made for a financial planner. The firm offers fee based planning or they can manage your portfolio for you. I did feel like Wiser did not pressure me so I decided to go with the fee based planning with Shawna and Adam and the two of them make a great team. Shawna and Adam always make themselves avaliable for questions or just to touch base to see how things are going.
If you are looking for a financial planner, I highly recommend Wiser Wealth Management and very glad a made the decision to join their team.

Doug

Lauren R.

I am absolutely amazed by the services provided by WWM, in particular Casey Smith. I had a question about a potential real estate investment and had never previously met with a financial planner. I met with Casey, and within 30 minutes I had a very solid picture of what I should do ~ not only about the investment, but an action plan for my overall finances. I am so grateful ~ will DEFINITELY be using them again in the future and recommending them to anyone who needs financial guidance.

Michelle H.

I have been working with Wiser Wealth Management for over 15 years. I wouldn't go anywhere else. All of the staff are helpful, kind, understanding and explain things in terms I can understand and feel at peace about how my money is being protected and growing. I refer people to them all of the time. I am grateful to have them helping me work toward and keep a healthy financial picture as well as when I move into retirement.

LaTrelle A.

Wiser ranks a 10 out of 10!!! Casey has an excellent office staff who will go above and beyond to help with any question you might have. I have been extremely impressed with the help he has given me throughout the last twenty plus years. I would highly recommend Wiser Wealth Management and trust me you want be disappointed.

Carol O.

We've been working with Wiser for many years and are always impressed with the attention to every detail of our current financial status and goals. The team at Wiser is dedicated to providing the most comprehensive planning.

Jeff K.

We recommend Wiser Wealth Management to our friends, neighbors, and family whenever the topic of financial advisors comes up. They are a solid team of professionals offering fee-only service, which is refreshing in an industry where most financial advisors/planners are motivated to either sell you something or steer you to invest in whatever instruments their employers are peddling. Wiser Wealth Management offers a true fiduciary relationship and we feel secure knowing they are in our corner.

Ann T.

I've had an outstanding experience working with Wiser Wealth Management in Marietta, Georgia. Their expertise and personalized approach truly set them apart. I have used this company for all my retirement planning, investment strategies, and tax optimization. They provided a detailed and customized financial plan that helped me achieve my retirement ahead of schedule. The team is incredibly knowledgable, approachable, and always available to answer my questions with clarity and patience. Thanks to their proactive strategies, my portfolio has seen steady growth even in a volatile market. From the very first consultation, I felt valued and understood. Their personalized approach made all the difference. I HIGHLY RECOMMEND Wiser Wealth Management to anyone looking to secure their financial future with confidence.

Vicki A.

We have worked with Wiser Wealth Management for two years and we are very pleased with the results. Missie and Michaela are a pleasure to work with as well as being very knowledgeable in all financial areas. They not only give good investment advice but have referred us to excellent local professionals when needed. They are quick to respond to any request. I wouldn’t hesitate to recommend this firm and Missie and Michaela in particular.

Tony A.

I hired Wiser Wealth to do a flat fee plan as I am entering retirement soon. I had 3 detailed and informative meeting to go over my goals and financial situation. Shawna and Will took the time to get to know me as a person; were relatable and broke down their recommendations in a way that was easy to digest. They were responsive to my questions and concerns. I would definitely recommend Wiser for anyone who needs a second opinion on retirement planning.

Heather R.

I couldn’t be happier with the personalized approach at Wiser Wealth Management! My advisor, Missie, takes the time to ask detailed questions and truly understand my unique financial goals. Her in-depth approach has made all the difference, helping me feel more confident in my financial journey. I see myself getting closer to my goals each day and am thrilled with the tailored guidance and growth I’ve experienced with Wiser. If you’re looking for a financial partner who genuinely cares and offers a personalized touch, I highly recommend Wiser Wealth and their incredible team!

Randall L.

We are very grateful for Wiser and the service they provide - they truly have our best interest at heart. Missie Beach has the heart of a teacher, and not only gave us great advice, but helped us fully understand the “why.” The financial world can be murky, mischievous, deceptive…Wiser doesn’t play those games. We look forward to being long-time clients.

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

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.

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Woodstock, GA History

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

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Portfolio Management and Financial Planning in Woodstock, GA

Are you looking to build a relationship with a local financial advisor you can trust?

What Makes Wiser Wealth Management Unique

Tailored Wealth Management

Fiduciary & Fee-Only

Holistic Financial Planning

Experienced
Advice

If you’re looking for a financial advisor in Woodstock, GA, our team is here to help.