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.
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Verified contacts
15
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
0
tools in use
Monthly traffic
966
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- KS
Kate Swarthout
Director of Marketing · Advertising & Marketing
EmailPhone - TS
Tiffany Spino
Director of Client Services · Customer/Client Service
EmailPhone - CS
Casey Smith
Host of the a Wiser Retirement Podcast · Other
EmailPhone - AB
Alexa Brannen
Vice President Operations · Operations
EmailPhone - AP
Andrew Pratt
Investment Manager · Finance & Accounting
EmailPhone - BL
Brad Lyons
Investment Manager · Finance & Accounting
EmailPhone - GK
Grace Kennedy
Planning Associate · Operations
EmailPhone - MD
Michaela Dowdy
Financial Advisor · Finance & Accounting
EmailPhone - NO
Nicholas Oliveira
Podcast Producer & Editor · Art, Culture and Creative Professionals
EmailPhone
Showing 9 of 15 verified contacts
Top roles at Wiser Wealth Management, Inc
11 distinct titles indexed · top 10 shown.
- 3financial planning associate
- 2financial advisor
- 2investment manager
- 1director of client services
- 1director of marketing
- 1financial planning intern
- 1host of the a wiser retirement podcast
- 1marketing and brand manager
- 1planning associate
- 1podcast producer & editor
- +1more titles
Sign up to unlock all 15 contacts at Wiser Wealth Management, Inc
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