Wiser Wealth Management, Inc
About
Wiser Wealth Management is a fiduciary fee-only financial services company offering financial planning and portfolio management services.
Prior to starting Wiser Wealth, Casey worked for a brokerage firm and quickly became unhappy with the traditional brokerage product pushing agenda. He became a Registered Investment Advisor and formed a fee-only financial services firm in June 2001, which later became Wiser Wealth Management, Inc.
In his 18 years with the company, Casey has focused on client service and retention to grow the business. His fee-only firm accepts fiduciary responsibility for its clients’ investments and welcomes investors of all wealth levels. In addition to investing, Casey has positioned Wiser as a one-stop-shop that offers a full complement of services including financial planning and asset management. Tax and legal services are offered through seamless professional partnerships.
Photos and videos
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
We offer an initial complimentary consultation. If you want to move forward the process includes an organization meeting, draft meeting and a plan delivery meeting.
What education and/or training do you have that relates to your work?
Casey Smith is a Registered Investment Advisor and has owned Wiser Wealth Management since 2001. Casey earned a Bachelor of Science degree in Finance from Berry College in Rome, GA. He serves on the board of the Laona M. Kitchen Foundation, the Berry College Campbell School of Business Executive Advisory Committee, Berry College Board of Visitors.
Do you have a standard pricing system for your services? If so, please share the details here.
At Wiser Wealth Management, we provide advice NOT products. We are a “fee-only” Registered Investment advisory firm. We do not receive any kind of commissions or 12B-1 fees from any financial services provider. This ensures you the best investment recommendations with NO “product pushing.”
We also offer hourly services for financial planning. This option is ideal for clients not looking for managed assets or who have just started saving for retirement.
How did you get started in this business?
Casey Smith, President of Wiser Wealth Management, started the company in 2001. Prior to starting Wiser Wealth, Casey worked for a brokerage firm and quickly became unhappy with the traditional brokerage product pushing agenda. He became a Registered Investment Advisor and formed a fee-only financial services firm in June 2001, which later became Wiser Wealth Management, Inc.
What types of customers have you worked with?
We work with a variety of clients ranging from those who are young and just starting to save for retirement, to those that are nearing or in retirement.