Wiser Wealth Management, Inc
125 Church Street
Carmichael Building, Suite 220
Marietta, GA 30060
Fiduciary FEE ONLY Portfolio Management and Hourly Planning
Wiser Wealth Management is a Fiduciary Fee Only financial services firm offering portfolio management, hourly financial planning and business retirement plans. We are Historic Marietta's only FEE ONLY firm taking a Fiduciary responsibility to put our clients interests first. Wiser Wealth has been quoted or featured in the New York Times, Barron's, The Wall Street Journal, Marietta Daily Journal, The Atlanta Journal Constitution, Kiplinger Magazine, and many other online and magazine publications.
Keywords: Marietta Financial Advisor, fee only, fiduciary advisor, retirement planning, financial advisor, hourly financial planning
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Interview Q&A
How long have you been in business?
Wiser Wealth Management has been in business since 1987.
What is your primary product or service?
We primarily manage assets such as retirement accounts. However, we do not believe that a financial advisor can give the best advice without knowing tax and estate law, thus we also offer tax preparation and estate planning.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I was a Finance major at Berry College in Rome, GA. I entered the brokerage business and was not happy with the conflicts of interest caused by the big brokerage firms. I started my own firm and set it up to benefit our clients first.
Casey Smith - President Wiser Wealth Management, Inc
How do you differentiate yourself from other businesses in your category and area?
Wiser Wealth is held to a fiduciary standard, meaning we are required by law to see out the best investments for our clients. Brokerage firms are held to a suitability standard, meaning that they only have to make a suitable decision, not necessarily the best. We are experts, brokers are salespeople.
Client service at Wiser Wealth Management also sets us apart from another firm. We may work in metro Atlanta but we make our office have that small town Marietta feel and service.
How many locations do you have and do you have plans to expand?
We have one location but clients all over the US. Some clients come to our office and we travel to meet others. It depends on the situation.
Provide detailed directions to your location
Call for directions
Which areas do you service?
Metro Atlanta
Who owns your company or runs daily operations?
Casey T Smith owns Wiser Wealth Management, Inc
What are your hours of operation?
9am to 5pm or by appointment
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