Founded in 2001, Wiser Wealth Management is a fiduciary financial advisory firm located in Marietta, Georgia. Hourly planning is also available.
We specialize in Wealth Management and Financial Planning Services. The Wiser Wealth Management 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 the client first, by operating as a fee-only firm and accepting fiduciary responsibilit
y. Located near the historic Marietta square in Marietta, Georgia, we have guided clients to financial freedom for over 20 years. Our services include portfolio management, financial planning and business retirement plans. Quality tax and legal services are offered through seamless professional partnerships. Comprehensive financial planning is included with our traditional asset under management, fee-only approach. Disclaimer:
This page is a publication of Wiser Wealth Management, Inc (“Wiser Wealth”). The firm is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Wiser Wealth does not offer legal, accounting or tax advice. Advice provided by Wiser Wealth is given only within the context of our contractual agreement with the client. The information and opinions contained on this page have been prepared solely for informational purposes and are not a solicitation, an offer or a recommendation to buy or sell any security or instrument, or to participate in any trading strategy or activity; and are not to be relied upon in making any investment decision. Clicking the “Like” button is not a testimonial for or endorsement of Wiser Wealth or any of its Investment Adviser Representatives. Visitor posts must refrain from recommending investment advisory services or providing testimonials for the firm or its employees, as they are prohibited by securities regulators. This page may post links to information contained on a third-party website. 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. We cannot be held responsible for information, services or products found on websites linked to our page. Should any client have questions or concerns regarding this disclaimer, please contact our office directly.
