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.

Wiser has a lot of birthdays this month, and today we’re excited to celebrate our President, Casey Smith! 🎉If you know C...
11/04/2026

Wiser has a lot of birthdays this month, and today we’re excited to celebrate our President, Casey Smith! 🎉

If you know Casey, then you know his love for airplanes, golf, and his family runs deep. So does his care for our clients and everyone at Wiser.

Casey, we’re grateful for the heart, humor, and enthusiasm you bring to Wiser every day. Join us in wishing him the happiest of birthdays!

A slick pitch deck. A projected 20% return. What could go wrong? Plenty.Before you put money into a real estate syndicat...
11/04/2026

A slick pitch deck. A projected 20% return. What could go wrong? Plenty.

Before you put money into a real estate syndication, look beyond the projections. Aggressive rent assumptions, risky debt, hidden fees, and vague answers can reveal risks the sales pitch barely mentions.

Our latest blog breaks down seven red flags to watch for before you commit your capital.

The very first time I looked at a real estate syndication deal pitch deck, the glossy PDF promised a 20%+ Internal Rate of

11/04/2026

Too much cash? That can create retirement risk. Required to withdraw money? That doesn’t mean you need to spend it.

We’re answering rapid-fire retirement questions about cash, dividends, withdrawal order, and required minimum distributions. Some answers are a firm “no.” Others? It depends.

Watch the clip, then watch the full podcast for more on managing retirement withdrawals: https://youtu.be/6xZqwBSUiVQ

Happy Birthday, Kyle Edmondson! 🎉 Our Operations & Technology Specialist brings a sharp mind and a fun personality to th...
11/03/2026

Happy Birthday, Kyle Edmondson! 🎉 Our Operations & Technology Specialist brings a sharp mind and a fun personality to the Wiser team. We’re glad to have you with us, Kyle, and we hope your day includes plenty of cake and a few good laughs!

Join us in wishing Kyle a fantastic birthday! 🥳

The market drops, and suddenly the withdrawals you planned for in retirement feel uncomfortable. We explore why spending...
11/02/2026

The market drops, and suddenly the withdrawals you planned for in retirement feel uncomfortable. We explore why spending from your portfolio can feel so different from saving into it. Listen to the full episode for a closer look at how a cash bucket fits into the transition to retirement. https://www.buzzsprout.com/1941879/episodes/19984673

Your portfolio has a different job when the paychecks stop. After decades of adding money, you now need it to help cover your spending, and watching the balance decline can feel uncomfortable even when withdrawals are part of the plan. Preparing f...

One college fund. More than one generation. A Dynasty 529 Plan can help turn leftover education savings into an opportun...
10/31/2026

One college fund. More than one generation. A Dynasty 529 Plan can help turn leftover education savings into an opportunity for the next student in your family, watch the full video to see how it works and which tax rules matter before passing it along. https://youtu.be/BntA1I1fRkI

Most families open a 529 plan with one child’s education in mind. B...

Happy Birthday to Financial Planning Associate Chandler Burt! 🎉 We’re glad to have you on the Wiser Wealth Management te...
10/30/2026

Happy Birthday to Financial Planning Associate Chandler Burt! 🎉 We’re glad to have you on the Wiser Wealth Management team and hope your day is filled with your favorite people and a little extra cake. Join us in wishing Chandler a wonderful birthday!

10/29/2026

“Do I need $3M to retire as a pilot?”
“Is 3x my salary by 40 enough?”

Our honest answer: it depends.

Benchmarks assume a flat career and an average lifestyle. Pilots rarely fit that mold.

Your retirement number should come from your plan, not a rule of thumb! Listen to the full podcast to learn more: https://www.buzzsprout.com/1941879/episodes/19918951

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

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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