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
Who We Are
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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.
Accolades
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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.
Advisory Board
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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.
Community Outreach
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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.
Advisor Background Check
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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.
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