Wiser Wealth Management, Inc

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Wiser Wealth Management, Inc Wiser Wealth Management, Inc. Located near the historic Marietta square in Marietta, Georgia, we have guided clients to financial freedom for over 20 years.

is a Marietta, Georgia-based, fee-only fiduciary that has helped clients build and protect their futures through financial planning and wealth management since 2001. 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 responsibility. 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. Hourly planning is also available. 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.

Medicare won’t cover every healthcare bill in retirement, and those gaps deserve a place in your budget. From routine de...
10/28/2026

Medicare won’t cover every healthcare bill in retirement, and those gaps deserve a place in your budget. From routine dental care to long-term custodial care, read the blog to learn more about what Medicare doesn’t cover and how to plan for those expenses. https://wiserinvestor.com/what-does-medicare-not-cover/

As you get closer to retirement, healthcare is one of the biggest expenses worth planning for. Medicare can help cover many of your healthcare costs, but

10/28/2026

Your next trip could cost less. Start with these three moves:

✈️ Learn the points and miles game.
💸 Track flight prices, even after you book.
🌎 Try a new destination. Your usual spot might be costing you more.

Listen to the full podcast for more tips on traveling more without spending more. https://www.buzzsprout.com/1941879/episodes/19969069

More travel. Same spending. Are your credit card rewards helping you get there? Watch “How to Travel More Without Spendi...
10/26/2026

More travel. Same spending. Are your credit card rewards helping you get there? Watch “How to Travel More Without Spending More” on A Wiser Retirement® Podcast where Casey Smith chats with Colin Stroud for ways to turn everyday spending into travel opportunities, and decide whether points or cash back fit your plans. https://youtu.be/uIlUaIoIrhE

Your credit card earns points every month, but are they getting you...

You can be ready to give without being ready to choose every charity. A donor-advised fund lets you commit assets now an...
10/23/2026

You can be ready to give without being ready to choose every charity. A donor-advised fund lets you commit assets now and recommend grants over time, separating your contribution timeline from your giving decisions. Watch the full video to see how “give, grow, and grant” connects charitable giving with your tax and long-term financial planning. https://youtu.be/LdRt9E-A6vc

Your tax-planning calendar and your charitable giving decisions do ...

What will financial advice look like in 5–10 years? We asked Casey Smith, President & Founder of Wiser Wealth Management...
10/22/2026

What will financial advice look like in 5–10 years?

We asked Casey Smith, President & Founder of Wiser Wealth Management, where he sees the industry heading. His take: AI will change a lot, but it won’t replace the experience, judgment, and emotional discipline people need when making big financial decisions.

Swipe through for the four big shifts he’s watching.

Have a question for our advisors? Drop it in the comments or send us a DM. It might be featured in our next Ask Wiser.

A large deposit can come with some big decisions. Whether it’s an inheritance, business sale, or bonus, pause before you...
10/21/2026

A large deposit can come with some big decisions. Whether it’s an inheritance, business sale, or bonus, pause before you spend, invest, or pay off debt. Read our blog to learn what to consider before putting your financial windfall to work. https://wiserinvestor.com/what-to-do-with-a-financial-windfall/

What to Do When You Receive a Financial Windfall Receiving a financial windfall, whether it comes from an inheritance, the sale of a business, a bonus, or

10/20/2026

In your 50s, financial mistakes are harder to recover from. You simply have less time to make up the difference.

A market correction in a diversified index fund? You’ll likely be okay. Going all-in on individual stocks because you’re sure you’ve picked the winners? If one tanks and never comes back, that’s a lot harder to fix.

🎧 Listen to the full podcast at https://www.buzzsprout.com/1941879/episodes/19918951

A bigger captain’s paycheck doesn’t answer one question: When can you afford to stop flying? ✈️ Your retirement target s...
10/19/2026

A bigger captain’s paycheck doesn’t answer one question: When can you afford to stop flying? ✈️ Your retirement target starts with what you spend, not what you earn. Listen to the full episode of A Wiser Retirement® Podcast to hear what pilots should evaluate at 40, 50, and 60. https://www.buzzsprout.com/1941879/episodes/19918951

You know how many years remain until your final flight. But do you know whether your savings can support what comes next? For airline pilots approaching 40, 50, or 60, a bigger paycheck or a growing 401(k) balance tells only part of the story. You...

10/16/2026

A VA loan lets qualified military buyers purchase a home with zero down, but what happens when the next PCS orders arrive? Before you commit, consider whether you could afford to sell the house or manage it as a rental. Watch the full video where Financial Advisor Michaela Dowdy, CFP®, CBDA breaks down the costs and questions military homebuyers should work through before closing.

Happy National Boss's Day to our fearless leader, Casey Smith!Casey is devoted to his family, his clients, and every mem...
10/16/2026

Happy National Boss's Day to our fearless leader, Casey Smith!

Casey is devoted to his family, his clients, and every member of our team. Whatever the challenge, he's always willing to do whatever it takes, and he leads by example every single day.

Casey, we're grateful to do business and life with you. Thank you for everything you do for the Wiser Wealth Management family!

Address

125 Church Street NE, Suite 220
Marietta, GA
30060

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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