Wiser Wealth Management, Inc.
Financial Services
125 Church Street Ne
20 employees
- Employees
- 20
- Contacts
- 2
- Emails
- 2
- Phones
- 2
Wiser Wealth Management, Inc. Overview
- Headquarters
- 125 Church Street Ne
- Website
- wiserinvestor.com
- Industry
- Financial Services
- Employees
- 20
- Founded
- 2001
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Wiser Wealth Management, Inc.
Wiser Wealth Management, a rapidly growing fiduciary and fee-only financial services firm in downtown Marietta. We offer comprehensive financial planning and wealth management services to help our clients on their journey to financial freedom. Disclaimer: This page is a publication of Wiser Wealth Management, Inc “Wiser Wealth.” The firm is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Wiser Wealth Management, Inc does not offer legal, accounting or tax advice. Advice provided by Wiser is given only within the context of our contractual agreement with the client. The information and opinions contained on this page have been prepared solely for informational purposes and are not a solicitation, an offer or a recommendation to buy or sell any security or instrument, or to participate in any trading strategy or activity; and are not to be relied upon in making any investment decision. Clicking the “Like” button is not a testimonial for or endorsement of Wiser Wealth or any of its Investment Adviser Representatives. Visitor posts must refrain from recommending investment advisory services or providing testimonials for the firm or its employees, as they are prohibited by securities regulators. This page may post links to information contained on a third-party website. Wiser Wealth does not endorse or accept responsibility for the content of any third-party website and is not affiliated with any third-party website or social media page. We cannot be held responsible for information, services or products found on websites linked to our page. Should any client have questions or concerns regarding this disclaimer, please contact our office at 678-904-4450 or email education@wiserinvestor.com.
Wiser Wealth Management, Inc. Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
- Phone contacts
- 2
- 66.7% coverage
Wiser Wealth Management, Inc. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Andrew Pratt, Cfa, Cbda | Investment Manager at Wiser Wealth | Atlanta, Georgia, United States |
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|
| Kate Swarthout | Director of Marketing at Wiser Wealth | Atlanta, Georgia, United States |
Email
Phone
|
| Casey Smith | President of Wiser Wealth Management | Marietta, Georgia, United States |
Email
Phone
|
Employees by Management Level
Associate / junior
3 profiles
Director
2 profiles
Executive
1 profile
VP / Head
1 profile
Manager
1 profile
Individual contributor
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 0 |
| Marketing | 1 | 1 | 1 |
| Operations | 1 | 1 | 1 |
| Executive | 1 | 1 | 0 |
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