Wiser Wealth Management, Inc. Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

Wiser Wealth Management, Inc. operates in the financial services sector as a fiduciary, fee-only firm offering comprehensive financial planning and wealth management. Based in downtown Marietta, Georgia, the company serves clients by guiding their financial journeys and providing advice within the scope of a contractual relationship, while explicitly noting that it does not offer legal, accounting, or tax services. The firm emphasizes independent, regulated advisory work and communicates that it is registered with the SEC and conducts business only in states where properly registered or exempt from registration requirements. With a small to mid-sized professional team, Wiser positions itself to support individuals seeking structured, objective financial guidance focused on achieving financial freedom. A recent development includes the launch of its podcast, The Wiser Crypto Investor Podcast, reflecting an expansion of its educational offerings within the broader financial services landscape.

Find Wiser Wealth Management, Inc. employees' phone numbers or email addresses

Wiser Wealth Management, Inc. Global Highlights

Location
Employees

North America
23

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  • United States Of America
    23

Asia
3

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  • India
    2
  • Pakistan
    1

Wiser Wealth Management, Inc.'s Leadership

  • Stylized image of a person
    A. B.
    Vice President Operations
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    C. S.
    President
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    J. F.
    President, Client Solutions
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    K. S.
    Director Of Marketing
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    T. S.
    Director Of Client Services
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    A. P.
    Investment Manager
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  • Stylized image of a person
    B. L.
    Investment Manager
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  • Stylized image of a person
    A. P.
    Investment Manager
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Wiser Wealth Management, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Entertainment
  • Film & Video
  • Other
  • Human Resources
  • Accounting

Contact profiles from Wiser Wealth Management, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. S.
    President
    Phone icon
    United StatesGeorgia
    Jun 21, 2026
  • Stylized image of a person
    J. F.
    President, Client Solutions
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    United StatesDelaware
    Apr 16, 2026
  • Stylized image of a person
    A. B.
    Vice President Operations
    Phone icon
    United StatesGeorgia
    Jun 02, 2026
  • Stylized image of a person
    K. S.
    Director Of Marketing
    Phone icon
    United StatesGeorgia
    Jun 02, 2026
  • Stylized image of a person
    T. S.
    Director Of Client Services
    Phone icon
    United StatesGeorgia
    Jun 02, 2026
  • Stylized image of a person
    A. P.
    Investment Manager
    Phone icon
    United StatesGeorgia
    Jun 08, 2026
  • Stylized image of a person
    B. L.
    Investment Manager
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    United StatesGeorgia
    Apr 11, 2024
  • Stylized image of a person
    A. P.
    Investment Manager
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    Jun 08, 2026
  • Stylized image of a person
    R. B. M.
    Senior Concultant
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    United StatesPennsylvania
    Apr 17, 2026
  • Stylized image of a person
    S. T.
    Senior Financial Advisor
    Phone icon
    United StatesGeorgia
    Mar 30, 2026

Frequently Asked Questions

What is Wiser Wealth Management, Inc. known for?

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Wiser Wealth Management, Inc. was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 125 Church Street Northeast Suite 220 Marietta, Georgia 30060 United States; you can contact the main corporate office by phone at . Explore Wiser Wealth Management, Inc.'s company overview page for more information.

What is Wiser Wealth Management, Inc.'s most common email format?

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Wiser Wealth Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wiser Wealth Management, Inc. email formats with LeadIQ.

How many employees does Wiser Wealth Management, Inc. have currently?

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Wiser Wealth Management, Inc. has approximately 17 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Wiser Wealth Management, Inc.'s key employees and leadership?

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As of June 2026, Wiser Wealth Management, Inc.'s key employees include:

  • Vice President Operations: A. B.
  • President: C. S.
  • President, Client Solutions: J. F.
  • Director Of Marketing: K. S.
  • Director Of Client Services: T. S.

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