Wiser Wealth Management, Inc

Wiser Wealth Management is a fee-only fiduciary financial planning and investment firm that has served clients since 2001. Its core offering is wealth management, which pairs portfolio management with comprehensive financial planning, and it also offers a financial planning only option for people who manage their own money but want professional advice on a specific topic. The firm works with pilots, business owners, pre-retirees, inheritors and single people, and it also draws on a network of CPAs and attorneys.

Clients start with a consultation, then work with the team on a custom plan covering retirement, investments and more. Portfolio management is included in the wealth management fee, and clients can choose a percentage-of-assets fee or a flat fee. The office is at 125 Church St. NE in Marietta, and the firm lists Marietta, Roswell, Woodstock, Acworth and Atlanta among the areas it serves.