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Michaela Dowdy (CFP®)

Michaela Dowdy focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Special Needs Planning

Planning Specialties

Michaela Dowdy, CFP®, Financial Advisor, joined Wiser Wealth Management in 2022 and works closely with individuals and families to turn their “what ifs” into reality. She is passionate about helping clients bridge the gap between their current financial standing and their future aspirations through personalized, goal-driven planning.

Michaela’s work focuses on developing comprehensive financial plans that provide a clear roadmap to transform abstract dreams into actionable strategies. Having grown up in a military town, she brings a unique perspective and specialized expertise to her work with service members, helping them navigate the complexities of military retirement strategies and veteran benefits. She values building strong, collaborative relationships and is dedicated to guiding clients through every stage of the planning process with ongoing support.

In addition to her client work, Michaela is a contributor to Wiser’s educational content, producing insights for the firm’s blogs, podcasts, and videos. Prior to joining Wiser Wealth Management, she gained experience in the investment industry as a Client Services Associate, which provided her with a deep understanding of the client experience and the operational side of wealth management.

Michaela earned her Bachelor of Science in Business Administration in Finance from Samford University and is a CERTIFIED FINANCIAL PLANNER™ professional.

Outside of work, Michaela is an avid fan of IndyCar and F1 racing. She also enjoys spending time with friends and family, getting lost in a good book, or preserving her favorite memories in a scrapbook.

NAPFA Start Date

July 10, 2025

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

125 Church St NE Ste 220 Marietta, GA 30060-1948 Phone: (678) 905-4450
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