Casey Tyler Smith, MEP®

About Me

About My Firm

Title in the firm: Casey Smith is the President/Principal of Wiser Wealth Management, Inc.

Licenses, Certifications and Designations: BS Finance, Master of Estate Preservation (MEP), Tax Training School

Biography: Casey earned a Bachelor of Science Degree with a major in Finance from Berry College, Rome, Georgia and earned his Series 7 and 66 while employed with financial firm in Atlanta. Unhappy with the brokerage product pushing agenda, Casey became a Registered Investment Advisor and formed Wiser Wealth Management. Casey has earned the Master of Estate Preservation designation and has attended tax training school in order to better manage his clients wealth.

Casey is a member of the Marietta Business Association, serves on the board of Hughes Poly Add, Inc, Laney Holdings, Inc, is on the Planned Giving Council of Berry College and the Berry College Enterprises Board.

Also a pilot, Casey has commerical aviation experience and enjoys flying and golf. He and his family live near the Marietta Square and attend the Church of The Apostles (www.apostles.org) in Atlanta.

Geographic Area Served: Atlanta, GA and surrounding areas

Services: Fee Only investment management, tax planning-preparation, and estate planning

Firm Overview: Wiser Wealth Management offers portfolio management, tax preparation and estate planning. We employ a CPA, Estate Planning attorney, advisors and a research analyst to assist clients in their financial needs. We have been quoted in Kiplinger Magazine, CNN Radio, The Wall Street Journal, The Marietta Daily Journal and write for IndexUniverse.com, ETFMarketPro.com as well as speaking engagements at the Inside ETF Conference in Boca Raton, FL 2009, The Asia ETF Conference in Singapore 2009 and Inside ETF Europe Conference 2010. Wiser Wealth is a leader in portfolio management. Our philosophy is to maintain a diversified portfolio using index funds, keep cost low and always invest for the long term.

Fee Details: Portfolio management fees as a percentage of assets being managed. Tax and Estate Planning for an hourly rate.