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

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678-905-4450
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Google Rating
5.0
Based on 87 reviews
Wiser Wealth Management, Inc
Wiser Wealth Management, Inc
5.0
Vance Himes
Vance Himes
20:17 28 Feb 23
Casey is a principled man who both lives his life AND runs his business accordingly! Honest, straight forward, professional and extremely competent! You can't go wrong by choosing Wiser Wealth Management to protect and grow your personal wealth!
Sima Cyrus
Sima Cyrus
21:18 15 Feb 23
It was my first time being in these peaceful place. Before I got in I had stress because of my credit situation but as soon as I got in and feel the positive vibe in that cozy office I forgot my problems. I want to say special thanks to Mrs Missie for her kindness, patience and very helpful information.
Terry Chism
Terry Chism
15:45 13 Feb 23
Extremely professional, very helpful, and perfect advice as we plan our financial future. Excellent service all the way around!
Robert Banks
Robert Banks
22:02 07 Feb 23
We have been with Wiser Wealth Management for approximately 8 years as a client, but had been following Casey's advice from his webpage for much longer than that. In the 8 years that we have been clients, we have become debt-free and have built our retirement nest egg with Casey's advice and management to a point where we are extremely comfortable and confident that we will retire with more than needed to handle our retirement needs. The one-on-one relationship with a fee-only professional like Casey and his team is extremely valuable. I consistently encourage my colleagues to reach out to him, and give testimony to what Wiser Wealth Management has done for us and our ability to manage our income and feel confident about retiring with no worries about our post-retirement income.
Barry Champion
Barry Champion
23:06 06 Feb 23
Casey and his company helped my niece when my sister died. She was overwhelmed with all the details that had to be resolved. He went above and beyond to guide her thru the process. We are forever grateful for his help
Brian Desgain
Brian Desgain
22:50 28 Jan 23
Casey and his team are very thoughtful and patient. They provide a very personalized service to help us reach our goals for retirement.
John Loner
John Loner
03:27 21 Jan 23
Zachary Rogers
Zachary Rogers
20:00 18 Jan 23
I have been with Casey and Wiser since I first started a retirement account, and it has done very well under Wiser Wealth's guidance. He and his team are responsive and knowledgeable. They have done an excellent job of managing our assets and ensuring we are on track to meet our goals.
Jason Cyr
Jason Cyr
23:41 08 Jan 23
We've been using Wiser for about 8 years and as a relatively youngish couple (at the time) it was the best financial decision we've made. Casey has never steered us wrong and has proven over the years that his advice and expertise are invaluable. I seriously can't recommend him and his team enough, they have changed our lives.
Garry Dawson
Garry Dawson
05:54 27 Dec 22
Great communication and service, excellent advice.
Edna Moreno
Edna Moreno
12:46 25 Dec 22
Lisa Terry
Lisa Terry
18:28 23 Dec 22
We would highly recommend Wiser Wealth Management. Customer focused staff with great communication to help you achieve your financial goals.
Susan Elliott
Susan Elliott
14:13 15 Dec 22
Cannot say enough good things about Wiser Wealth. I'm always treated as one of their most valued clients and I'm confident all clients feel that way. They work with you on meeting your objectives in a clear, realistic way and then assist you along the path to make things happen. Hats off to Casey, Mike and Tiffany.
Brian
Brian
14:20 10 Dec 22
We were planning for retirement and knew we needed help in preparing our finances for the next phase of life. During our research, we ran across Wiser Wealth Management and met Casey. It has been a great experience and I feel we’re 100% prepared and on track. I wish we would have done this much earlier in life. Casey and his team are awesome.
Bree Bannerman
Bree Bannerman
14:43 08 Dec 22
Casey Smith and his team are amazing! I've worked with Wiser for a very long time and have always had a spectacular experience. When I have a question, I get an answer back almost immediately. They really and truly prioritize the customer experience. I have a high level of comfort knowing that I can count on Wiser Wealth Mgmt to help guide me to retirement. I highly recommend them!
Matthew Moore
Matthew Moore
18:19 24 Nov 22
Their service to our family has been impeccable, they have always involved us and made all of the planning with us.
Veronica Khoury
Veronica Khoury
00:34 15 Nov 22
I had the chance to speak with Casey for the first time today and he definitely exceeded my expectations! He was very knowledgeable and attentive and I felt a lot of confidence speaking with him about my early planning. One of the primary reasons I looked into Wiser is because of their fee-only model (vs fee-based/commissions), but after talking with Casey I’m also sold on their integrity and professionalism as well. Thank you Casey!
jim warden
jim warden
01:54 30 Oct 22
We did the research; and we are confident we made the right decision choosing Wiser Wealth Management to handle our investments. We highly recommend Casey and his staff!!!
Martha White
Martha White
20:00 26 Oct 22
We love Wiser Wealth Management! Casey and his team are terrific.
Jimmy White
Jimmy White
19:57 25 Oct 22
Casey and his staff are very professional and have handled my accounts for several years. I wouldn't consider going to another financial advisor.
Chase Kerby
Chase Kerby
15:20 04 Oct 22
Casey and his team are in business for the right reasons. They are extremely focused on the absolute best client experience and doing the right thing.
bill smith
bill smith
16:08 19 Aug 22
Super nice people to deal with they really care about their customers have been with these guys for five years could not talk me to go anywhere else ,you dont havemany co's with customer service like wiser ,take your money there you will not be disappointed ,thanks bill
Tim Ozlowski
Tim Ozlowski
16:16 10 Aug 22
My wife and I have been using Casey and Wiser Wealth Management for several years now and have been very pleased with what they have done for us. The firm is actively engaged in our best interests. They have advised us of the best ways for our investments to grow (or minimized the pain in the current environment!) and have continued to follow through with us as changed need to be made.
Darron Hunt
Darron Hunt
20:12 23 Jun 22
Suzanne Wood
Suzanne Wood
15:45 20 Jun 22
I have been with Wiser Wealth Management for over 10 years and they have done a great job for me. They are always available to answer questions and give advice. I love that they are a fiduciary organization. That said, I think they are the best!
David Beaty
David Beaty
13:51 17 Jun 22
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.
Todd Rice
Todd Rice
17:24 12 Jun 22
Casey and his team truly listen to and address your financial goals and concerns and put together solid financial plans that are conservatively tailored to helping you achieve financial security. Thank you to them.
Chad Moser
Chad Moser
22:11 02 Jun 22
These guys are amazing and go above and beyond the call of duty!
Rhonda Collins
Rhonda Collins
14:49 02 Jun 22
Professional and courteous
Hooper Wilkinson
Hooper Wilkinson
14:21 02 Jun 22
Great, trustworthy group of professionals. I wouldn't work with anyone else.
Linda Brady
Linda Brady
19:34 19 May 22
Our yearly meeting with our Wiser Wealth Management team went well, as usual. Our finance strengths and balances were discussed. We asked questions that were answered to our satisfaction. We enjoy working with Casey and feel that he has our best interests at heart.
Charlene Richardson
Charlene Richardson
13:34 07 May 22
We are appreciative of Casey & his staff. They are friendly & helpful.
Tom Townsend
Tom Townsend
12:52 25 Apr 22
Casey and the team are always professional and provide fantastic value. Thanks for having out back and providing great insight and financial advice!
Tony Dingler
Tony Dingler
00:16 01 Apr 22
Casey's presentation was very informative and helpful. he made sense out of things that can be confusing. I left having a good and positive feeling about my retirement.
Tyler Mooney
Tyler Mooney
00:56 01 Mar 22
steve m
steve m
04:07 17 Feb 22
I am very satisfied with the level of expertise and service I receive at Wiser Wealth Management. They are very concerned with making the right decisions with my retirement account an answering questions that I have with the market and funds. Casey has stuck with me during the Highs and Lows to help me out. I cant ask for much more than that. Its a pleasure to work with them and have a great sense of security for tommorrow.
Jennifer Bryant
Jennifer Bryant
17:55 28 Jan 22
Casey and his team always deliver excellent service. The are trustworthy and relational. The transparent nature in which they attend to our finances leaves us confident we have the right team!
Joe Sellers
Joe Sellers
20:12 25 Jan 22
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.
Christopher Nebbia
Christopher Nebbia
17:24 08 Jan 22
David Parker
David Parker
13:48 08 Dec 21
These folks are professional. They listened to our shot term and long term goals. Developed strategies to address challenges in reaching these goals. They have worked with us to monitor progress. They have been accessible for questions and concerns. We have been considered as people not just accounts.
Alonso Padron
Alonso Padron
01:57 06 Nov 21
I have only been with Wiser Wealth Management for a month and in that time, they have been exceptional! I had an initial consultation at no cost, had a 2nd phone meeting at no cost, they provided superb financial advise, are a fiduciary company, and their fees are completely reasonable. As if that isn't enough, in the short space of time that I have been with them, my investments have grown considerably. Highly recommended!
Jimmy Day
Jimmy Day
12:18 20 Oct 21
My wife and I would recommend the team of Wiser Wealth to any of our friends and family. They are very responsive and have directed our resources in a way that my financial goals for retirement are in place.
Heidi Dasinger
Heidi Dasinger
13:46 11 Oct 21
Donald Buckner
Donald Buckner
18:32 01 Oct 21
Very knowledgeable staff and excellent for planning one's financial future.
Tammy Gonyea
Tammy Gonyea
15:30 23 Sep 21
We have been with Wiser Wealth Management for several years now and are extremely happy with the handling of our financial investments. Their office is always professional and responsive to our needs. We highly recommend their office!
Michael Schnorr
Michael Schnorr
13:56 23 Sep 21
Elizabeth Graham
Elizabeth Graham
17:31 24 Aug 21
Owen Kirkpatrick
Owen Kirkpatrick
14:55 24 Aug 21
My wife and I have been clients with Wiser Wealth Management for several years. We met with and had several communications with Casey and his team before deciding to use their service. They have always been very welcoming to all of our questions and concerns. It is comforting to know that Casey and his team are looking out for our best interest.Owen and Claire Kirkpatrick
Noland Glenn
Noland Glenn
14:32 24 Aug 21
Hampton Peters
Hampton Peters
21:54 23 Aug 21
Trabue Kordares
Trabue Kordares
20:51 23 Aug 21
Great firm, having not only sound investment services, but also partners for bookkeeping, tax and legal services. Everyone is knowledgeable, dependable and responsive.
Alli Peters
Alli Peters
20:02 23 Aug 21
Neal Peters
Neal Peters
20:02 23 Aug 21
Hadley Peters
Hadley Peters
19:58 23 Aug 21
Mark Tatum
Mark Tatum
16:40 23 Aug 21
I cannot say enough great things about Wiser Wealth. My wife and I have been a client of theirs for over ten years. The staff are extremely professional and knowledgeable. Casey Smith has always been accessible and honest regarding our finances. I can honestly say that I would not trust anyone near as much with our financial security more than I trust Wiser Wealth.
Katherine Eastburn
Katherine Eastburn
16:38 23 Aug 21
We have been clients of Casey Smith and Wiser Wealth Management for years and plan to remain so for years to come. Highly recommend.
karen hinton
karen hinton
20:09 19 Aug 21
Lucy Sommer
Lucy Sommer
22:05 17 Aug 21
We have used Wiser for over 20 years, and trust Casey and his people Whenever I have a question, I can either text or call Casey, and get a response back immediately from him or someone in the office
Dennis Dixon
Dennis Dixon
12:24 17 Jul 21
Casey is very informed, but more importantly able to articulate market conditions and decisions in a simple understandable way. Love his heart for the education of his customers.
Demi Doyle
Demi Doyle
15:18 16 Jun 21
WISER WEALTH MANAGEMENT IS AN ABSLUTLEY OUTSTANDING FIANCIAL AND WEALTH MANAGEMENT FIRM. OVER THE YEARS WE HAVE HAD DIFFERENT FINANCIAL PLANNERS INCLUDING VANGUARD AND OTHER LOCAL FIRMS. - WISER FOLKS HAVE ABSOULTELY TARGETED OUR PLAN AND MONEY MANGEMENT TO OUR SPECIFIC NEEDS. THEY DO NOT GIVE A GENERIC OR COOKIE CUTTER APPROACH. THEY MONITOR IT REGLARLY AND ADJUST AS IS APPRORPIATE.. i CONSIDERER THEM TO BE NOT ONLY ETHICAL AND RESPONSIBLE TO THEIR CLIENTS BUT ALSO INCREDIBLY FINACNIALLY JUDICIOUS, REALISTIC AND SAVY ABOUT THE ECONOMY. AND MARKET. WE WANTED TO STOP WORRYING ABOUT OUR FINANCIAL SITUATION AND FUTURE. WE WHOLE HEARTEDLY RECOMMEND THEM. DEMI ND kEVIN DOYLE
Gary P. Schaefer
Gary P. Schaefer
19:49 08 Jun 21
My spouse and I have been associated with Casey and his team for about eight years now. What led us to Wiser - I've always felt we had the discipline to save for what was then our upcoming retirement, but recognized we lacked the financial savvy to properly manage and grow our portfolio. This is where Wiser comes into play. We did our due-diligence, meeting others but the comfort factor (professionalism, knowledge, and trust) was there with Wiser. Now that we're retired, we are comforted by the fact that Casey and team are always available to help us with our financial planning and assist in the continuing growth of our funds and our future. We feel a comfortable yet professional relationship with the Wiser team. Reaching out to Wiser those eight years ago was the appropriate step in securing our future.
Nelle Persons
Nelle Persons
19:42 18 May 21
I really enjoy listening to these podcasts. They cover a wide variety of topics, and I almost always take away some bits of practical information. Now I’m listening to the Five in Twenty too!
John Phillips
John Phillips
13:58 03 May 21
My wife and I are very comfortable and confident in Casey Smith and Company's handling of our finances! Great people, excellent work on our behalf!
Bill M.
Bill M.
21:22 17 Apr 21
Very professional and superb quality of service! In a testament to their commitment to long-term planning, I have been a customer of Wiser's since Casey assumed leadership. The professionalism and expertise of Casey and his team, in their management of my portfolio, and guidance for estate, tax, risk management planning have helped me get my family to a much more confident financial posture.
Cathy Singletary
Cathy Singletary
18:53 13 Apr 21
It has been our pleasure working with the team at Wiser Wealth Management. I first can to know Casey when he worked at the airlines as a pilot. His interest in helping his fellow employees lead him to share his knowledge of financial management, at 401k workshops. I knew my husband and I could work with him, he laid everything out in layman’s terms, and was patient answering all questions. We live in North Carolina, and have looked at finding someone closer, but it was not the same feeling of trust, and ease of working together, so we stayed with Casey.
John Crane
John Crane
20:07 24 Feb 21
Great to work with and always available for my random questions. They treat you like you are one of their own. Very helpful in all aspects of financial planning, especially if you are part of the Aviation community as they understand the idiosyncrasies of the business and can point you in the right direction. The financial planning was invaluable and being a fiduciary business always what is best for you.
George Ayres
George Ayres
20:46 18 Feb 21
Casey and his team are super professional and knowledgable. Practical advice and nothing pushy here. I highly recommend them.
Matthew Blase
Matthew Blase
01:01 18 Feb 21
Personal. Treated like their own family. It’s a hard thing to take all you have and entrust it to someone. Yet this business is all about helping you reach a goal of “financial peace of mind”Give them a chance. A look. A sit down. You won’t be disappointed that you gave them a little bit of your time.Their time is YOUR time
Ann Baker
Ann Baker
20:03 17 Feb 21
Casey Smith at Wiser Wealth is a wonderful advisor. He is personable, trustworthy and makes clients feel like family.
keith zimmerman
keith zimmerman
14:39 09 Feb 21
Casey and his Company has been Great to us. I have Total Faith in them. I have known Casey for many years and even flew with him for years so we have a Very Long History.
William Morgan
William Morgan
18:29 08 Feb 21
I first met Casey Smith in 2005 when with his help I created my Estate Plan. He appeared to be a bright and personable young man and his advice fit my hopes for my financial future. I decided to have him manage my portfolio.I have not been disappointed. I live in Rhode Island but in today's electronic age the distance is not a problem Casey reviews my holdings and makes the changes to keep my portfolio in the agreed balance. I find his fee schedule appropriate. He has my complete trust. He is responsive to every request and has a professional office staff to meet every need.I recommend Wiser Wealth Management anyone needing sound financial advice.
Brenda Westerman
Brenda Westerman
15:44 08 Feb 21
Working with Wiser Wealth Management, Matthews Barnett and Brad Lyons, has been a life changing experience. They have assisted me with becoming debt free with a solid plan for retirement. I highly recommend.
Bill Rutledge
Bill Rutledge
15:17 08 Feb 21
Great communications.
Reinhard G
Reinhard G
06:40 29 Jan 21
Casey Smith has done a superb job managing my retirement money. I can highly recommend his company Wiser Wealth Management to anybody seeking financial advise.
Charles Allen
Charles Allen
17:55 27 Jan 21
Casey and his entire staff provide outstanding service. They are always available for any questions or concerns that I may have and handle my requests promptly and accurately. During the three years that I have been associated with them I have never had a problem. I would recommend them to anyone in need of a financial advisor.
Debbie Suttles
Debbie Suttles
21:45 25 Jan 21
Casey and his team are compassionate caring people. Even if you are not their biggest invested they still treat you like you are.
Wesley Fambrough
Wesley Fambrough
21:27 25 Jan 21
Wiser Wealth Management has been handling our financial investments for over 7 years now. My wife and I are very pleased with the results and I would recommend this team to anyone.
A Andrews
A Andrews
20:57 23 Jan 21
Carlene Fregeolle
Carlene Fregeolle
19:10 13 Jan 21
Gary Sosebee
Gary Sosebee
17:58 09 Jan 21
This a wonderful company to do business with. Casey and his team have gone out of their way to help my family. If you are in need of financial assistance in any way,this is the company you want to have on your side.
Claire Dunaway Cyr
Claire Dunaway Cyr
17:45 09 Jan 21
Casey is amazing!! He has literally saved us financially. I cannot sing his praises enough. He advised and walked us through a series of unexpected expenses and losses and informed us of options we were unaware of. Despite the insanity of 2020, we are now in a good position thanks to Casey, adding to our retirement accounts and have gotten our savings back to where it needs to be. I trust Casey and his team to make the best decisions for us, and perhaps best of all, Casey is extremely ethical and I fully trust him with our best interests. I also love that Casey makes himself available to his clients and establishes great relationships... I can and do reach out to Casey when I have financial questions!
Wanda Upchurch
Wanda Upchurch
22:21 08 Jan 21
I have been a client @ Wiser Wealth Management for more than 6 years. They work for the benefit of their clients and are respectful and friendly. I have always known they are working in my best interest. I would definitely recommend their services to anyone desiring a trustworthy financial planner.
Chris Watson
Chris Watson
23:55 07 Jan 21
Wiser Wealth Management has been my Financial advisor for the last 15 + 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
Deana Newton
Deana Newton
18:45 07 Jan 21
We have used Wiser Wealth Management for our financial needs for years. We feel they always have our interest at heart.
Angie Kelly
Angie Kelly
05:53 30 Oct 20
gary kitchen
gary kitchen
21:46 12 Jan 18
I've been with Wiser Wealth for a number of years. Everyone has always treated me very well and I plan to continue working with Casey Smith in the future. Outstanding Company and Staff!!!!
Alexa Brannen
Alexa Brannen
02:07 24 Oct 13
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