Wiser Wealth Management, Inc

"I sought out a wealth management firm because I don’t know everything I need to know in order to produce a solid estate plan for my future. I found Wiser through a recommendation by a co-worker at my airline. From my first meeting with Casey (remote. I live in Utah) I knew I was going to enjoy working with Wiser. Casey immediately came across as relatable, focused and genuinely interested in me as a person and as a client. In the information collection phase I communicated regularly with Casey’s staff. They are top notch employees - extremely thorough and responsive. Subsequent meetings were very pleasant and by the end of the whole process my wife and I feel back in control of our future. We feel like all the loose ends are tied up and that we have a solid plan. I have really loved my experience so far with Wiser. I really like paying the upfront one time fee and then an hourly fee for future consultations. My wife and I are very happy and I certainly recommend Wiser."

"Casey and his team at Wiser Wealth Management provide excellent financial planning services. Our family researched several options for wealth management before hearing about Wiser, and we are extremely pleased that we went with Wiser to achieve our financial goals."

"Casey and his team are so thorough and wonderful! They really took our best interest to heart and went above and beyond to do what was best for us. We are so happy to be working with them."

"We have been with Wiser Wealth Management for a little over a year and are very happy with the support, expertise, and guidance they have provided to us in preparing and executing our financial plan. Casey, Missie, Michaela and the entire team are personable, professional, and extremely responsive to our needs and goals, and take the time to answer every question we have. They made the transition from our own DIY financial plan to their comprehensive Wiser plan easy and painless. We know that they have our best interests as a priority and this is demonstrated through they service and transparency. We also appreciate that they constantly educating their clients with up-to-date articles and podcasts on issues that we need to know about and may not be aware of. We are so glad to have Wiser in our corner!"

"I highly recommend Casey and his team! Missie and Michaela were very knowledgeable and helpful. They listened to my goals and helped me put a plan together. As a fiduciary fee only firm, it was clear that they always had my best interest in mind. Also, with 200+ air line pilots under management, they are very well prepared to address the specific needs and concerns of pilots."