Flying High by Serving the Airlines

Casey , Wiser Wealth Management

– The Sharkpreneur podcast with Seth Greene Episode 480 Casey Smith

Casey Smith, President of Wiser Wealth Management, started the Marietta, GA based company in 2001. Prior to starting Wiser Wealth, Casey worked for a brokerage firm and quickly became unhappy with the traditional brokerage product pushing agenda. He became a Investment Advisor and formed a fee-only financial services firm in June 2001, which later became Wiser Wealth Management, Inc.

In his 19 years with the company, Casey has focused on client service and retention to grow the business. His fee-only firm accepts fiduciary responsibility for its clients’ investments and welcomes investors of all wealth levels. In addition to investing, Casey has positioned Wiser as a one-stop-shop that offers a full complement of services including financial planning and asset management. Tax and legal services are offered through seamless professional partnerships.

Casey has been recognized by his industry and peers with many awards over the years. He was named a Top 20 Innovator in the usage of ETF’s in America, Cobb Chamber of Commerce Top 25 Small Business of the Year, Cobb Life Magazine Top 20 Under 40 and Best Firm. He’s been quoted in numerous publications like the New York Times, The Wall Journal and Atlanta Journal Constitution, to name a few.  

Casey hosts a weekly podcast called the Wiser Wealth Management Roundtable where he explores topics related to personal finance, investing and relevant financial business news and topics. 

Listen to this informative Sharkpreneur episode with Casey Smith about starting a fee-based fiduciary practice.

Here are some of the beneficial topics covered on this week’s show:

How fee-based fiduciaries were not just a fad in financial planning.

Why airline pilots are an underserved niche in financial planning.

How entrepreneurs cannot be put into traditional financial boxes.

Why it’s important to build the right team to fit your business.

How it’s important to maintain the quality for clients through your process.

Connect with Casey:

Guest Contact Info

Twitter

@WiserWealthMgt

Facebook

facebook.com/WiserWealthManagement

LinkedIn

linkedin.com/company/wiserwealth

Links Mentioned:

wiserwealthmanagement.com

wiserinvestor.com

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