Guiding you to financial freedom through life’s pivotal moments.

Portfolio management and financial planning tailored towards your goals.

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Call Now: 678-820-5144

FINANCIAL CLARITY

FINANCIAL CONFIDENCE

PEACE OF MIND

FINANCIAL CLARITY

FINANCIAL CONFIDENCE

PEACE OF MIND

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Do you want to reach your financial goals with confidence?

Wiser Wealth Management in Marietta, Georgia specializes in both Wealth Management and Flat Fee Financial Planning with no product sales or commissions, so you can confidently reach your financial goals.

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Financial advice tailored to your specific needs.

RETIREMENT PLANNING

BUSINESS OWNERS

SINGLE AGAIN COMMUNITY

AIRLINE PILOTS

LEGACY PLANNING

INHERITANCE

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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Meet the Marietta Financial Advisors who 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

William Medcalf, CFP®

Financial Advisor

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About Us

3 Steps to Gain Confidence in Your Financial Future

1 Schedule a Consultation with a Financial Advisor

We want to get a sense of who you are and what your goals for the future might be. We will gather detailed information about you.

2 Design a Custom Financial Plan Together

We work with you to create a personalized financial plan covering everything from retirement, investments, and more.

3 Implement the Plan and Monitor your Progress

Our team is dedicated and available for anything that may arise during your journey with us! You get to focus on what’s important in life.

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Our Process

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

Excellent

Wiser Wealth Management, Inc

Based on 161 reviews

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LuAnn B.

Wiser Wealth is very attentive to clients. I love that they are not all about the bottom line, they are about doing what is best for their clients. They've done a great job for me. I also love their podcasts and YouTube videos. I listen to most of them. Even if they don't seem to apply to my situation I sometimes learn things that do in fact apply to me. Thanks to you all!

Steve E.

We Highly recommend Wiser Wealth Management for ALL your Wealth Planning needs for sure. From the first call to Casey to the intro to Shawna. Shawna holds a wealth of knowledge from of ALL aspects of wealth Management with the credentials to back it up. With the years of experience, she exudes excellence. She's a great listener then she acts on everything that she goes over. We feel the trust you should have with a wealth manager vs someone just wanting your money for their commissions. Make an appointment with her today you make a decision. With her CPA background it's paramount to have someone that has your back and look out for you. Taxes will make or break you.

James P.

I switched over to Wiser a little over a year ago. Mainly because of Shawna Theriault who I had worked with when I used another firm. The service my wife and I have received from Shawna and the Wiser team has been nothing less than outstanding. They are always readily available, professional and helpful. Of course it also helps that my returns have increased significantly since going with them. At this point in time I wouldn’t trust my financial retirement to anyone else.

Gloria M.

Wiser Wealth Management truly delivers white glove service to their clients. They are very organized in their approach to evaluating your financial situation and goals. Their follow through is impeccable. I was impressed by how knowledgeable and thorough they were, and they addressed not only the questions I had, but gave me helpful information about issues I hadn’t thought to consider. I left my client meetings with Financial Advisor Michaela Dowdy feeling clear about next steps and confident that I had made the right decision in retaining this firm.

Trish L.

Would highly recommend Wiser Wealth Management. Shawna, Alex and William were extremely knowledgeable and personable. The Wiser process from discovery to deliverable is well thought out and the communication is excellent.

Penny M.

Always a pleasure to spend time with our friends and advisors at Wiser! Professional and knowledgeable counsel across all concerns and strategies.

J W K.

We have been with Wiser Wealth Management for many years. They’ve done a great job investing our money and growing our portfolio! We always receive fantastic service anytime we have questions or financial needs. They treats us as if we are their only client. We did not fear our retirement years with this company at the helm!

Roger R.

My wife and I recently moved the the area and need to work with a management company in Ga. I was sold on our 1st visit, Very thorough,. They take the time to understand your investment goals and retirement plans.

John S.

Listen to concerns. Responsive. Explain things very well in easy to understand language. Casey, Grace and the entire team are professional, patient and personable. IMHO and experience, Wiser Wealth Management is first rate.

Nelson R.

Casey and his team are the best! We have faith and confidence in their dedication to providing us with the very best service and returns possible.

Meg H.

My husband and I had a great experience working with the WWM team! Their process was easy and intuitive, which gave us confidence and set us up for success throughout the entire planning process.

They took the time to thoroughly explain each step, answer all our questions, and guide us through decisions and future planning.

By the end of the process, we felt supported, informed, and excited about the future. It’s rare to encounter a team that’s exceptionally skilled, organized and friendly. We couldn’t be happier with our experience and strongly recommend their services!

Steven H.

Wiser has been fantastic in our financial planning! They are always quick to respond, are prepared for meetings and have very informative graphs and outlooks.

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.

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.

What Makes Wiser Wealth Management the Best Choice for You?

Fiduciary Advisors

At Wiser, being a fiduciary means we are legally responsible to act in your best interest and cannot put our own interest ahead of yours. That’s a responsibility we take very seriously, and it drives everything we do for our clients.

Portfolio Management

We provide comprehensive portfolio management paired with financial planning, which is included in our fee. You can worry less about money and enjoy the peace of mind that comes with investment management.

Flat Fee Financial Planning

A financial plan is the first step to a brighter tomorrow. It gives you a roadmap of where you’re going and how you’ll get there. And our team of financial planners can help make that plan as individualized as you are.

Simple & Transparent Fees

Having simple and transparent fees means there’s no need to worry about hidden costs. We have an easy fee structure based on the amount of assets we manage for you or we can use a flat fee. It’s up to you!

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What We Do To Help

At Wiser Wealth Management, 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.

We are committed to you. The advice we provide our clients is the same as what we’d give to a close friend or family member.

Modern Technology to Guide You to Financial Success

Have peace of mind on the go with technology Wiser Wealth has for clients to access anywhere.

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Guiding you to financial freedom through life’s pivotal moments.

Do you want to reach your financial goals with confidence?