Wiser Wealth Management, Inc

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.

09/08/2026

Think Medicare will pay for long-term care? That assumption could leave a major gap in your plan.

Medicare may cover a limited period of qualifying skilled nursing care, but it is not designed to pay for ongoing long-term care. If care lasts months or years, where will that money come from?

🎧 Watch the full conversation to learn what families should be planning for now: https://youtu.be/iPH-sRTXMFs

357. Is Long-Term Care Part of Your Retirement Plan? - A Wiser Retirement®

09/08/2026

The question isn’t just, “Can I afford long-term care?” It’s what happens when $3,000 a month in help becomes $10,000, $15,000, or more? Listen to this episode of A Wiser Retirement® Podcast for a practical look at what care may actually involve. https://www.buzzsprout.com/1941879/episodes/19718418

357. Is Long-Term Care Part of Your Retirement Plan? - A Wiser Retirement® Long-term care can shift from a distant concern to an immediate financial decision faster than many families expect. It can begin with a few hours of help at home and progress to assisted living, memory care, skilled nursing, or around-the-clock s...

09/07/2026

Happy Labor Day from all of us at Wiser Wealth Management!

Today, we recognize the hard work, dedication, and contributions of workers across our community. We hope you have the opportunity to relax, recharge, and enjoy time with the people who matter most.

09/04/2026

A Roth conversion can look smart today, and still raise your Medicare premiums two years from now. That’s the IRMAA catch most people do not see coming. Watch the full video to see why Medicare planning often starts long before you enroll. https://youtu.be/egamPNBvkFM

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09/03/2026

Debt doesn’t just drain your bank account. It can drain your mental energy, strain relationships, and make financial decisions feel heavier than they should.

Watch the video to learn more: https://youtu.be/SgfLa9HEfhI

09/02/2026

Buying a home isn’t automatically the better financial move, and renting isn’t always “throwing money away.” 🏡 Read our latest blog to learn what to consider when comparing renting vs. buying, from your income and timeline to hidden costs and flexibility. https://wiserinvestor.com/rent-vs-buy-home/

09/01/2026

Good debt. Bad debt. Or… it depends.

We put Michaela through a rapid-fire debt round, and she did NOT take the bait.

3% mortgage? Mostly good.
7% mortgage eating half your paycheck? Bad.
Medical school loans? Depends.
Business loan? Depends.

Because debt isn’t automatically good or bad.

The real question is: Is this debt helping you build wealth, or holding you back?

Watch the full podcast: https://youtu.be/SgfLa9HEfhI

356. Does Debt Build Wealth? Understanding Good Debt vs. Bad Debt - A Wiser Retirement®

08/31/2026

A low monthly payment can still be an expensive financial decision. 💳 We explain why a mortgage, student loan, business loan, or even 0% financing, only makes sense when you look beyond the payment and understand the full cost and risk. Listen to the latest A Wiser Retirement® Podcast for the framework to evaluate debt. https://www.buzzsprout.com/1941879/episodes/19677513

356. Does Debt Build Wealth? Understanding Good Debt vs. Bad Debt - A Wiser Retirement® Debt tends to get treated as either a financial tool or a financial trap. The reality is more complicated. Borrowing can help someone buy a home, expand a business, or acquire an income-producing asset, but the same leverage can become a burden wh...

08/28/2026

Think your pension means less Social Security? That may no longer be true. Before you retire, know what you may actually be eligible to receive.

Watch the full video to learn about how your pension and Social Security work together. https://youtu.be/0351f6bLMXc

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08/27/2026

When your child receives a special needs diagnosis, finances may be the last thing on your mind, and that’s understandable. Having someone help you think through the financial pieces early can take one set of decisions off your shoulders as you focus on what matters most: your family.

Listen to the full conversation on episode 324 of A Wiser Retirement® Podcast: https://www.buzzsprout.com/1941879/episodes/18385133

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Location

Marietta

Website

http://www.wiserinvestor.com/, https://www.buzzsprout.com/1941879, https://www.youtube.com/wiserwealth

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

Wiser Wealth Management, Inc

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