A seamless & total wealth management experience using our network of business professionals. With thousands of hours logged, Wiser is a leader in fee-only planning for pilots and flight attendants. Most people don't know how much they pay their financial advisor. We develop financial plans with transparent fees, no product sales and no commissions, helping you reach your goals.
Our CFP professionals evaluate your financial health and build a plan and portfolio tailored just for you. We have an easy fee structure based on the amount of assets we manage for you or we can use a flat fee. I have been a client at Wiser Wealth Management for more than 6 years. They work for the benefit of their clients and are respectful and friendly.
Our CFP professionals evaluate your financial health and build a plan and portfolio tailored just for you. We have an easy fee structure based on the amount of assets we manage for you or we can use a flat fee. I have been a client at Wiser Wealth Management for more than 6 years. They work for the benefit of their clients and are respectful and friendly.
Services
The Wiser Wealth team is committed to helping clients identify, understand and commit to a long-term planning and investment objective that is both realistic and appropriate. Our investment and planning solutions are based on putting you first, by operating as a fee-only firm and accepting fiduciary responsibility.
Casey has been acknowledged over the years in many different capacities for his industry knowledge and expertise. Below is a list of recent and ongoing acknowledgements. Learn as much as you can about Social Security in order to avoid the various mistakes or faulty assumptions that are easy to make.
The Wiser Wealth Management Advisory Board is made up of both clients and non-clients from different industries. The Board assists Wiser in its long-term planning and business strategies. Alan recently retired from Coca-Cola where he was the Director of Trade Spend Optimization. He has 20+ years in consumer goods sales and marketing, primarily soft drinks.
If anyone has material possessions and sees his brother in need but has no pity on him, how can the love of God be in him? Wiser Wealth Management supports multiple causes both locally and globally throughout the year. We strongly believe that giving can create positive changes in your community. Below is a list of some of the organizations that we support.
Form ADV is similar to a background check for Advisors. It is a required submission to the Securities and Exchange Commission (SEC) or the state they are registered in. This is where the Investment Advisor specifies their investment style, assets under management (AUM), key officers of the firm, etc.
Reviews (11)
Jennifer Bryant
Jan 26, 2022
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Joe Sellers
Jan 19, 2022
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Our advisor is Casey Smith. Casey thoroughly understands our retirement funds as well as our SEP IRA's. He has invested our money wisely and with very little risk involved while still producing income. If anyone ever asks me to recommend a fiduciary fee only financial advisor, I would highly recommend Casey and his company.
Alonso Padron
Nov 06, 2021
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I have only been with Wiser Wealth Management for a month and in that time, they have been exceptional! I had an initial consultation at no cost, had a 2nd phone meeting at no cost, they provided superb financial advise, are a fiduciary company, and their fees are completely reasonable. As if that isn't enough, in the short space of time that I have been with them, my investments have grown considerably. Highly recommended!
Vance Himes
Oct 24, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Casey is a principled man who both lives his life AND runs his business accordingly! Honest, straight forward, professional and extremely competent! You can't go wrong by choosing Wiser Wealth Management to protect and grow you personal wealth!
Casey is a principled man who both lives his life AND runs his business accordingly! Honest, straight forward, professional and extremely competent! You can't go wrong by choosing Wiser Wealth Management to protect and grow you personal wealth!
Jimmy Day
Oct 15, 2021
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Tammy Gonyea
Oct 06, 2021
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Owen Kirkpatrick
Aug 21, 2021
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My wife and I have been clients with Wiser Wealth Management for several years. We met with and had several communications with Casey and his team before deciding to use their service. They have always been very welcoming to all of our questions and concerns. It is comforting to know that Casey and his team are looking out for our best interest.
Owen and Claire Kirkpatrick
Owen and Claire Kirkpatrick
Mark Tatum
Aug 20, 2021
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I cannot say enough great things about Wiser Wealth. My wife and I have been a client of theirs for over ten years. The staff are extremely professional and knowledgeable. Casey Smith has always been accessible and honest regarding our finances. I can honestly say that I would not trust anyone near as much with our financial security more than I trust Wiser Wealth.
Gary Schaefer
Jun 29, 2021
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My spouse and I have been associated with Casey and his team for about eight years now. What led us to Wiser - I've always felt we had the discipline to save for what was then our upcoming retirement, but recognized we lacked the financial savvy to properly manage and grow our portfolio. This is where Wiser comes into play. We did our due-diligence, meeting others but the comfort factor (professionalism, knowledge, and trust) was there with Wiser. Now that we're retired, we are comforted by the fact that Casey and team are always available to help us with our financial planning and assist in the
Cathy Singletary
May 03, 2021
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It has been our pleasure working with the team at Wiser Wealth Management. I first can to know Casey when he worked at the airlines as a pilot. His interest in helping his fellow employees lead him to share his knowledge of financial management, at 401k workshops. I knew my husband and I could work with him, he laid everything out in layman’s terms, and was patient answering all questions. We live in North Carolina, and have looked at finding someone closer, but it was not the same feeling of trust, and ease of working together, so we stayed with Casey.
Claire C.
Jan 09, 2021
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Casey is amazing!! He has literally saved us financially. I cannot sing his praises enough. He advised and walked us through a series of unexpected expenses and losses and informed us of options we were unaware of. Despite the insanity of 2020, we are now in a good position thanks to Casey, adding to our retirement accounts and have gotten our savings back to where it needs to be. I trust Casey and his team to make the best decisions for us, and perhaps best of all, Casey is extremely ethical and I fully trust him with our best interests. I also love that Casey makes himself available to his clients
