Casey T. Smith

Casey T. Smith

Wiser Wealth Management, Inc

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: President

Offering advice since: 1987

Areas of focus:

  • Business planning
  • Charitable and Planned Giving
  • Educational Planning
  • Estate Planning/Wills
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Casey T. Smith:

Casey Smith is President of Wiser Wealth Management, Marietta, GA-based fee-only fiduciary wealth management firm offering asset management, tax preparation, estate planning and financial planning services.

Wiser's unique investing techniques has earned Casey speaking engagements at Inside ETFs in Florida, Inside ETFs Europe in Amsterdam, the Asia ETF Conference in Singapore, Indexing Summit in New York and the Delta Connection Pilots Retirement Workshop.

Casey has been quoted in the Wall Street Journal, Kiplinger's Personal Finance, The New York Times, Atlanta Daily Constitution, Marietta Daily Journal, Financial Advisor, Dallas New Era, CNN Radio, Seeking Alpha.com, ETFsHub.com, Indexuniverse.com, ETFMarketPro.com, and Leadingtheway.org. Casey writes regularly for his own blog at wiserinvestor.com.

Casey sits on the Board of the Planned Giving Council of Berry College, The Berry College Campbell School of Business Executive Advisory Committee, the Berry Student Run Enterprises Advisory Board and the Berry College Board of Visitors. Casey is a member of the Marietta Business Association and serves on the board of Hughes Polymer Additives, Inc, Laney Holdings, Inc (oil rights).

In addition to his work as a financial advisor, Casey is a Captain for Atlantic Southeast Airlines (ASA), a Delta Connection Carrier for Delta Airlines and United Airlines. He began flying in 2002 mainly for recreation, but his hobby quickly evolved into a flying career as he began flying for US Airways Express in New England. In 2004, he was hired by Atlantic Southeast Airlines to fly the Canadair Regional Jet (CRJ). Casey is able to manage his flying schedule in a way that allows him to be available at the Wiser Wealth office during regular business hours.

Casey's savvy as a financial advisor has not gone unnoticed by his airline colleagues and superiors, as he was chosen as the instructor for Atlantic Southeast Airlines' 401k workshop for its 3000+ pilots and flight attendants. He sits on the Atlantic Southeast Airlines Airline Pilots Association (ASA ALPA) Retirement and Insurance Committee as a "401k Specialist".

Casey graduated from Berry College with a Bachelor of Science Degree and a major in Finance in 2000. He earned his Series 7 and 66 while employed at a financial firm in Atlanta. He holds the Master of Estate Preservation designation and has additional education in tax preparation. Casey formed Wiser Wealth Management, Inc, a Registered Investment Advisory firm in 2001.

Casey and his family live near the Marietta Square and attend the Church of The Apostles (apostles.org) in Atlanta. He enjoys golf and is a member of Canon Gate at Eagle Watch/Bentwater Golf Club.

Compensation and Fee Structures:

Fee only

Licenses, Certifications & Affiliations:

MEP (Master of Estate Preservation)

Education:

Finance Degree, Berry College Tax Preparation School

Will provide references upon request?

Yes


Further information about Wiser Wealth Management, Inc:

Wiser Wealth Management, Inc

(Size of firm: 0-9 advisors)

Wiser Wealth Management, Inc is a Fiduciary FEE ONLY financial services firm offering portfolio management, financial planning, tax preparation and estate planning. We do not sell any products nor work for commission.


Contact Information for Casey T. Smith

Phone: 678-905-4450
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Fax: 678-264-0989

Address for Casey T. Smith:
127 Church St
Suite 360
Marietta, GA, 30060

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