The Heart and History of Wiser Wealth Management with President, Casey Smith

The Heart and History of Wiser Wealth Management

Wiser Wealth Management was founded with a clear mission: to do the right thing and make a positive impact on people’s lives. Michaela Dowdy interviews Casey Smith about the history behind Wiser Wealth Management, giving listeners a chance to get to know him better. Casey shares his journey from aspiring mutual fund manager to becoming an airline pilot to founding Wiser. They discuss the importance of trust, client relationships, and long-term financial planning.

Listen or Watch:

Summary

The History of Wiser Wealth Management

Wiser Wealth Management was founded with a clear mission: to do the right thing and make a positive impact on people’s lives. President of Wiser, Casey Smith, had a disappointing start in the finance industry, where he felt pressured to sell products that didn’t align with his values. After leaving that job, he pursued an aviation career and became a commercial pilot. Driven by his passion for integrity and helping others, Casey eventually found his true calling in establishing Wiser Wealth Management.

From Commercial Pilot to Financial Advisor

Casey’s background as an airline pilot, combined with his deep understanding of risk management, uniquely positioned him for success in the financial industry. After losing his job following the 9/11 attacks, he joined a company in Maine and used his free time to pursue his passion for fee-only financial planning. His involvement in his union’s retirement and insurance committee further fueled this passion, eventually leading him to purchase Wiser. Under his leadership, the firm grew from a small one-room operation into a successful business. By 2014, Casey decided to leave his aviation career behind and fully commit his time to Wiser.

Building Trust with Clients

Flat-fee financial planning, initially designed for airline pilots, has evolved into an effective way for anyone to experience Wiser Wealth Management’s services and build trust before committing to asset management. At Wiser, the emphasis is on providing sound financial advice rather than selling products. By understanding clients’ risk tolerance and staying informed about current market trends, Wiser offers tailored guidance that helps clients remain focused on their long-term goals. Despite political and economic uncertainties, the Wiser team is dedicated to helping clients navigate market volatility and achieve lasting financial success without letting short-term market fluctuations dictate their emotions.

Wealth Management Career Advice

Career advice for those entering the wealth management industry is clear: find a mission you believe in, avoid sales-driven roles, and focus on obtaining real-world knowledge, such as a CFP® certification. Work-life balance, while important, is often secondary to the passion and commitment required to succeed in this field.

Links:

Connect:

learn-more-2024-new

Categories

Recent posts

  • Building Your Financial Vision Board for 2025

Share This Story, Choose Your Platform!

Wiser Wealth Management, Inc (“Wiser Wealth”) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). As a registered investment adviser, Wiser Wealth and its employees are subject to various rules, filings, and requirements. You can visit the SEC’s website here to obtain further information on our firm or investment adviser’s registration.

Wiser Wealth’s website provides general information regarding our business along with access to additional investment related information, various financial calculators, and external / third party links. Material presented on this website is believed to be from reliable sources and is meant for informational purposes only. Wiser Wealth does not endorse or accept responsibility for the content of any third-party website and is not affiliated with any third-party website or social media page. Wiser Wealth does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third party websites or on social media pages. While Wiser Wealth uses reasonable efforts to obtain information from sources it believes to be reliable, we make no representation that the information or opinions contained in our publications are accurate, reliable, or complete.

To the extent that you utilize any financial calculators or links in our website, you acknowledge and understand that the information provided to you should not be construed as personal investment advice from Wiser Wealth or any of its investment professionals. Advice provided by Wiser Wealth is given only within the context of our contractual agreement with the client. Wiser Wealth does not offer legal, accounting or tax advice. Consult your own attorney, accountant, and other professionals for these services.

Sign up for our newsletter!

Our latest blogs, podcasts, and educational videos delivered to your inbox weekly.