Casey earned a Bachelor of Science Degree with a major in Finance from Berry College, Rome, Georgia. Unhappy with the traditional brokerage product pushing agenda, Casey became a Registered Investment Advisor and formed a fee only financial services firm in June 2001, which later ... more
Casey earned a Bachelor of Science Degree with a major in Finance from Berry College, Rome, Georgia. Unhappy with the traditional brokerage product pushing agenda, Casey became a Registered Investment Advisor and formed a fee only financial services firm in June 2001, which later became Wiser Wealth Management, Inc
Casey serves on the board of the Laona M. Kitchen Foundation, thePlanned Giving Council of Berry College, The Berry College Campbell School of Business Executive Advisory Committee, the Berry Student Run Enterprises Advisory Board, Berry College Board of Visitorsand Atlantic Southeast Airlines Airline Pilots Association (ASA ALPA) Retirement and Insurance Committee as a “401k Specialist.”
Casey is a retired airline Captain and still enjoys flying and golf. He and his family live near the Marietta Square and attend the Church of The Apostles (apostles.org) in Atlanta. Casey is a member of Marietta Country Club.
lessAGG | iShares Trust - iShares Core U.S. Aggregate Bond ETF |
AOM | iShares S&P Moderate Allocation Fund |
EFA | iShares MSCI EAFE Index |
EMB | iShares JPMorgan USD Emerging Markets Bond Fund |
FFR | First Trust FTSE EPRA/NAREIT Global Real Estate Index Fund |
GRI | Cohen & Steers Global Realty Majors ETF |
IEV | iShares Europe |
IGOV | iShares S&P/Citigroup International Treasury Bond Fund |
MINT | PIMCO Enhanced Short Maturity Strategy Fund |
RWO | SPDR DJ Wilshire Global Real Estate ETF |
SH | ProShares Short S&P500 |
SHY | ISHARES LEHMAN 1-3Y ETF |
SPLV | PowerShares S&P 500 Low Volatility Portfolio ETF |
SPY | SPDR S&P 500 |
STPZ | PIMCO 1-5 Year US TIPS Index ETF |
TRND | RBS US Large Cap Trendpilot ETN |
USMV | iShares MSCI USA Minimum Volatility |
VCSH | Vanguard Short-Term Corporate Bond ETF |
VGK | VANGUARD EUROPEAN ETF |
VWO | Vanguard FTSE Emerging Markets ETF |
Founder and Managing Partner | |
Wiser Private Equity Real Estate LLC | |
February 2013 - Present (9 years 7 months) | |
Wiser Private Equity Real Estate LLC is a private equity fund that invests in real estate in the Bluffton and Hilton Head, South Carolina area. The LLC is made up of qualified investors of Wiser Wealth Management Inc. |
President | |
Wiser Wealth Management | |
June 2001 - Present (21 years 5 months) | |
Wiser Wealth Management, Inc.offers FEE ONLY portfolio management, Tax Prep, estate planning, and business retirement plans. |
Berry Colllege | |
BS | |
1997 / 2000 | |
Finance |
Wiser Wealth Management Blog | |
Casey Smith | |
Wiser Wealth Management | |
We help you identify, understand, and commit to a long-term planning and investment objective that is realistic and appropriate. Our investment and planning solutions are based on putting you first by operating as a fee-only firm and accepting fiduciary responsibility. Quality legal, tax and bookkeeping services support your long-term goals. |
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