Wiser Wealth Management, Inc.

EST. AUM
$513,631,706

CONTACTS

CLIENT ACCOUNTS
1,491

Firm Details

Metro area Atlanta
CRD Number 125282
Website wiserinvestor.com
Client types

Overview

Wiser Wealth Management, Inc. is a registered investment adviser founded in 2001 and headquartered in Marietta, Georgia. The firm provides discretionary investment management and comprehensive financial planning services to individuals, families, and business owners. Its advisory process incorporates financial planning, retirement planning, estate planning, tax planning, education planning, insurance reviews, and investment management tailored to each client's financial objectives and risk tolerance. Wiser Wealth develops personalized investment allocation models and manages portfolios on a discretionary basis while maintaining ongoing client relationships through periodic reviews and portfolio monitoring. The firm also offers its Flightpath wrap fee program for eligible clients. Wiser Wealth emphasizes fiduciary advice, long-term investing, diversified portfolio construction, and tax-efficient wealth management while coordinating investment decisions with clients' broader financial plans.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Wiser Wealth Management, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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