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Wiser Wealth Management, Inc
- Marietta, GA
About this business
Wiser Wealth Management is an independent fee-only investment advisory firm located in Marietta, Georgia. As a fee-only firm, we do not receive commissions or sell any financial products. We are also held to a fiduciary standard to act in the best interest of our clients. Our services include portfolio management, financial planning, investment management and small business retirement plans. We also have a select group of business partners that we coordinate with to provide our clients with estate planning, tax preparation and bu... read more
Location details
125 Church Street #220, Marietta, GA, 30060, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Wiser has been fantastic in our financial planning! They are always quick to respond, are prepared for meetings and have very informative graphs and outlooks.
Fabulous fiduciary financial firm, so happy we found Casey and his Team! We are free to enjoy our retirement while having Wiser managing our retirement assets. Don't forget to check out their podcast. Thanks, Casey Shawna and William
Shauna and the team at Wiser are great. The financial advice is spot on!
Individual personalization for our unique situation! Took all the time necessary to ensure all our questions were answered. Highly recommended
I have been widowed for 2 years. My husband always handled finances perfectly. I could never do that so my brother recommended Wiser Wealth. I don’t even have to think or worry about anything. It’s all taken care of and I’ve had a great year.
Frequently asked questions about Wiser Wealth Management, Inc
How is Wiser Wealth Management, Inc rated?
Wiser Wealth Management, Inc has a 5 star rating with 149 reviews.
When is Wiser Wealth Management, Inc open?
Wiser Wealth Management, Inc is open now. It will close at 5:00 p.m.
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