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Casey Smith President, Wiser Wealth Management

Casey T. Smith, President of Wiser Wealth Management, started the company in 2001. Prior to starting Wiser Wealth Management, Casey worked for a brokerage firm and quickly became unhappy with the traditional brokerage commissions agenda. After seeing many financial advisors and companies acting in their own interest and not thinking about what is right for the client, he decided to create his own firm focused on what is best for the client. In June 2001, Casey became a Registered Investment Advisor and formed a fee-only financial services firm, which later became Wiser Wealth Management, Inc.

For more than 20 years, Casey has grown Wiser Wealth into a firm that is centered around client service and retention. His fee-only firm accepts fiduciary responsibility for its clients’ investments and welcomes investors of all wealth levels. In addition to financial planning and investing, Casey positioned Wiser Wealth to offer a seamless process through our network of professionals for insurance needs, tax planning and strategies, and estate planning and business legal services.

Casey earned a Bachelor of Science degree in Finance from Berry College in Rome, GA. He serves on the board of the Berry College Campbell School of Business Executive Advisory Committee and Berry College Board of Visitors.

Casey is married to his high school sweetheart Angela and they have three children. Casey is also a retired airline Captain and still enjoys flying and playing golf in his spare time.

Recent Content

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What Are Alternative Investments? Should You Be Invested In Them? &Raquo; 60854458C4D1Acdf4E1C2F79C4137142D85D78E379Bdafbd69Bd34C85F5819Ad 106
What are alternative investments? Should you be invested in them?

On this episode of A Wiser Retirement™, Casey Smith is joined by Andrew Pratt and Robert Swarthout. Andrew is the Investment Manager at Wiser and Robert is the Founder, CEO, and Portfolio Manager of…

On this episode of A…

On this episode of A Wiser Retirement™, Casey Smith is joined by Andrew Pratt and Robert Swarthout. Andrew is the Investment Manager at Wiser and Robert is the Founder, CEO, and Portfolio Manager of Teton Crypto Capital. They talk about Andrew’s new CBDA designation, crypto volatility, Bitcoin ETF holdings, and alternative investments. Podcast Episodes Referenced: - Ep 206: Bitcoin ETF Launch Update, SEC's X Account Hacked, & Greyscale's Outflow- Ep 208: How Direct Indexing Benefits High-Net-Worth Individuals- Ep 195: Is the 60/40 portfolio really dead?Other Links: - Connect…

Listen · 53:45
Happy Financial Literacy Month! &Raquo; 60854458C4D1Acdf4E1C2F79C4137142D85D78E379Bdafbd69Bd34C85F5819Ad 106
Happy Financial Literacy Month!

Happy Financial Literacy Month! On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, and Michaela Dowdy to talk about why it's important to be financial…

Happy Financial Lite…

Happy Financial Literacy Month! On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, and Michaela Dowdy to talk about why it's important to be financially literate. At its core, financial literacy empowers and equips individuals with the knowledge and skills needed to make informed financial decisions. How financially literate are you?Podcast Episodes to Reference: - Ep 124: Financial Literacy is Vital for... EVERYONE!YouTube Videos to Reference: - Georgia Will Now Mandate Personal Finance Education in Schools- Click here to download one of our f…

Listen · 44:34
What Is Disability Insurance And Do I Need It? &Raquo; 60854458C4D1Acdf4E1C2F79C4137142D85D78E379Bdafbd69Bd34C85F5819Ad 106
What is disability insurance and do I need it?

On this episode of A Wiser Retirement™, Casey Smith is joined by Randy Hargett and Kyle Conroy. Randy is a Long Term Care Specialist at Capstone LTC Advisors and Kyle is a Managing Partner at Disabi…

On this episode of A…

On this episode of A Wiser Retirement™, Casey Smith is joined by Randy Hargett and Kyle Conroy. Randy is a Long Term Care Specialist at Capstone LTC Advisors and Kyle is a Managing Partner at Disability Insurance Services. They discuss what disability insurance is and how to determine if you need it. Podcast Episodes Referenced:- Ep 212: Medical Costs During Retirement and Preparing for the Unexpected- Ep 179: Long-Term Care Insurance: To Buy or Not to Buy?- Ep 126: How can insurance protect your wealth?YouTube Videos Referenced:- The Medicare Sign-Up Process ExplainedOther Links:- Randy Har…

Listen · 45:10
How Do I Terminate A Relationship With My Financial Advisor? &Raquo; 60854458C4D1Acdf4E1C2F79C4137142D85D78E379Bdafbd69Bd34C85F5819Ad 106
How do I terminate a relationship with my financial advisor?

On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, to talk about how to terminate a relationship with your financial advisor. They discuss common reasons p…

On this episode of A…

On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, to talk about how to terminate a relationship with your financial advisor. They discuss common reasons people part ways with financial advisors, understanding any terms related to termination, tips for communicating the decision to your advisor, and how to monitor the transition.Podcast Episodes Referenced: - Ep 118: What to Look for in a Financial AdvisorYouTube Videos Referenced: - Financial Planner vs Financial Advisor- Click here to download one of our free guides that covers financial planning …

Listen · 30:57
Medical Costs During Retirement And Preparing For The Unexpected &Raquo; 60854458C4D1Acdf4E1C2F79C4137142D85D78E379Bdafbd69Bd34C85F5819Ad 106
Medical Costs During Retirement and Preparing for the Unexpected

On this episode of A Wiser Retirement™, Casey Smith is joined by Logan Steele from Steele Choice Insurance to talk about medical costs during Retirement and preparing for the unexpected. They go ove…

On this episode of A…

On this episode of A Wiser Retirement™, Casey Smith is joined by Logan Steele from Steele Choice Insurance to talk about medical costs during Retirement and preparing for the unexpected. They go over Medicare, long-term care, healthcare costs, Medigap, and traveling overseas for medical procedures.Related Podcasts:- Ep 179: Long-Term Care Insurance: To Buy or Not to Buy?- Ep 188: Current State of Healthcare and Medicare Open EnrollmentRelated YouTube Videos:- What is IRMAA?Other Links:- Steele Choice Insurance- Click here to download one of our free guides that covers financial planning topi…

Listen · 40:50