Casey T. Smith, President
The Wiser Wealth team is committed to helping clients identify, understand and commit to a long-term planning and investment objective that is both realistic and appropriate. Our investment and planning solutions are based on putting you first, by operating as a fee-only firm and accepting fiduciary responsibility.
Casey T. Smith, President of Wiser Wealth Management, founded the firm in 2001 after recognizing the need for a more client-focused approach to financial planning. Early in his career, Casey worked at a traditional brokerage firm, where he became increasingly dissatisfied with the commission-driven culture and lack of objective advice. Fueled by a passion for aviation, he went on to pursue a career as a commercial airline pilot. Yet his desire to help others make smarter financial decisions never faded. Ultimately, Casey felt called to return to the financial services industry. In June 2001, he launched Wiser Wealth Management, Inc. as a fee-only firm dedicated to fiduciary responsibility and always putting clients first.
As a former airline Captain, Casey remains passionate about aviation and brings a unique understanding of the financial challenges and opportunities pilots face. His firsthand experience allows him to connect with pilots on a personal level and provide tailored financial planning strategies that align with their careers and long-term goals.
Casey has grown Wiser Wealth Management into a firm built on lasting client relationships and exceptional service. In addition to financial planning and asset management, Wiser delivers a seamless client experience through a trusted network of insurance professionals, CPAs, and estate planning attorneys. Casey also hosts A Wiser Retirement® Podcast, where he shares insights on investing, retirement planning, and financial strategies to help listeners make informed decisions about their future.
Casey earned a Bachelor of Science degree in Finance from Berry College in Rome, GA and he serves on the Berry College Campbell School of Business Executive Advisory Committee.
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Get to Know Casey T. Smith
Latest Resources from Casey
Discover Casey’s most recent blogs, educational videos, and podcast episodes created to help you make informed financial decisions at every stage of life.
Keeping you informed on important financial topics related to personal finance, investing, and more!
In these short educational videos, the Wiser team discusses a different financial topic each week.
Our podcast covers retirement planning, tax planning, investing, insurance, and estate planning.
