Wiser Wealth Management
December 02, 2013 12:00 AM | 1682 views | 0 0 comments | 94 94 recommendations | email to a friend | print
Wiser Wealth Management owner Casey Smith in the new offices. (Photo by Sam Bennett)
Wiser Wealth Management owner Casey Smith in the new offices. (Photo by Sam Bennett)
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Wiser Wealth Management recently moved to a new location. Though still in downtown Marietta, the increase in customers prompted the move.

The company's new address is 125 Church St, Carmichael Suite 220.

Wiser Wealth Management Owner and Founder Casey Smith praised his team and the new space.

"In less than twelve months, Wiser has doubled in size and we needed new space quickly. We certainly wanted to stay within walking distance of the Marietta Square and preferably within Marietta Station," he said. "James Eubanks of Wharton Management and his team did a great job in the massive remodel of our new suite."

Smith chalks up this firm's success to Wiser's unique mission that is based on fiduciary fee only financial services. The company is a fiduciary, fee-only investment advisory firm offering investment management, tax planning and preparation services, as well as financial and estate planning.

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