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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 |
My husband and I had a great experience working with the WWM team! Their process was easy and intuitive, which gave us confidence and set us up for success throughout the entire planning process. They took the time to thoroughly explain each step, answer all our questions, and guide us through decisions and future planning. By the end of the process, we felt supported, informed, and excited about the future. It’s rare to encounter a team that’s exceptionally skilled, organized and friendly. We couldn’t be happier with our ex... read more
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!
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 151 reviews.
When is Wiser Wealth Management, Inc open?
Wiser Wealth Management, Inc is closed now. It will open tomorrow at 9:00 a.m.
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