Wiser Wealth Management, Inc.

Wiser Wealth Management helps clients develop long-term financial plans and investment strategies based on their goals. As a fee-only fiduciary firm, we do not receive commissions or referral fees.

Our services include portfolio management, comprehensive financial planning, and business retirement plans, offered through two planning models. With Wealth Management, our fee-only, assets-under-management approach, you receive ongoing support, investment management, and financial planning, all included. With Financial Planning Only, you pay a one-time fee for a complete financial plan, with hourly updates available as life changes. Quality tax and legal services are offered through seamless professional partnerships with a trusted network of CPAs, estate planning attorneys, and insurance professionals.

The process begins with a complimentary 30 minute consultation, available virtually or at our Marietta office. During the Discovery Meeting, we discuss your goals, investments, retirement, taxes, estate planning, insurance, college savings. At the Design Meeting, we present a draft plan, review recommendations, and adjust the strategy using your feedback. During the Delivery Meeting, we provide the completed plan, investment allocation recommendations, customized 401(k) guidance, professional referrals when appropriate, and a One Page Financial Plan summarizing your financial picture.

Our CFP® professionals serve as fiduciaries and are legally required to act in your best interest. Rather than recommending commission-based products, we develop financial plans and investment portfolios tailored to your needs.

Our fees are simple and transparent. Since we are fee-only, there's no need to worry about hidden costs. We use an easy fee structure based on the amount of assets we manage for you, or a one time flat fee for Financial Planning Only. It's up to you.