Tag: Estate Planning

125 Church Street NE
Carmichael Building, Suite 220
Marietta, Georgia 30060

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Portfolio Management
Flat Fee Financial Planning

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678-905-4450
education@wiserinvestor.com

Google Rating

5.0

Based on 113 reviews

Wiser Wealth Management, Inc

5.0

review us on See all reviews

Kelly Oden

1727651008

I'm grateful for the guidance and expert assistance of the Wiser Wealth Management team as I go into retirement. Missy and Michaela are professional and pleasant to work with. They have excellent financial knowledge, but the way they personalized a plan for us and answered our many questions is the true value to us. Their unhurried approach made us feel comfortable to ask any question and not feel uncomfortable. There are so many unknowns and going into the process we were quite nervous about it, but after each meeting we walked away feeling confident in our plan.

bruce dodd

1726841596

We have been with Casey for thirteen years and has proven to be an exceptional wealth manager. He and his staff have our total trust!

Cheryl Shewmaker

1723981586

We are so thankful for Casey and his team at Wiser Wealth Management. The team is always available for any questions, their planning process is very detailed, and we trust their advice.

Susie Barrett

1723601438

Shawna and William have been fantastic at guiding us towards our financial goals . They listened well, made excellent suggestions and entertained a lot of questions. We love that they were not just pushing big firm mutual funds on us. Rather, they looked over all areas of our finances (not just 401k) and helped assure us that actions we were taking now would be realized in the future. Lots of achievable short term and realistic actions to help us along the way. We could not recommend this firm enough!

Sergio Sovero

1721952359

Major airline Captain. Was recommended to Casey through a friend of mine and I am glad I went with him. Love his non-fee based approach. God willing for the next 37 years, that would be a substancial amount. I feel confident in calling Casey for a quick question to make sure I am following a good path. He always is responsive within the same day. Highly remind him if you are an airline guy!

David Green

1721916635

My wife and I could not be more pleased with the entire Wiser team. They have done an amazing job of managing our portfolio and walking us through our recent transition to retirement. We are confident that they have our best interest at heart. On top of that, they are just nice folks to work with!

Amy Rambo

1714667594

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.