Financial Advisors
Marietta, GA
Wiser Wealth Management is a Marietta-based fee-only financial advisory firm specializing in comprehensive wealth management and financial planning with no product commissions. Led by President Casey T. Smith and a team including CFP®-certified advisors, they serve clients through unlimited access to dedicated advisors who provide portfolio management, retirement planning, business owner planning, estate planning, and tailored financial strategies. Their fiduciary commitment and flat-fee structure eliminate conflicts of interest, making them particularly valuable for pre-retirees, widowed individuals, business owners, and families seeking holistic financial guidance.
Ideal for: Pre-retirees and retirees, widowed or recently single individuals, business owners, airline pilots, inheritance beneficiaries
Service area: Marietta, Georgia and surrounding North Atlanta metro areas
Fee-Only, No Commissions: Wiser operates on a flat-fee model with no product sales or commissions, eliminating conflicts of interest and ensuring recommendations prioritize client goals over firm revenue.
Fiduciary Standard & CFP Credentials: The team includes multiple CFP®-certified advisors (Shawna Theriault, William Medcalf) and a CFA-credentialed investment manager, committed to fiduciary duty and professional standards.
Specialized Niches: They explicitly serve airline pilots, business owners, single/widowed individuals, and those managing inheritances—demonstrating expertise beyond generic financial advice.
Address: 125 Church St Suite 220, Marietta, GA 30060
Phone: (678) 905-4450
Website: wiserinvestor.com
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