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Michaela Brooke Dowdy

Wiser Wealth Management, Inc.

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About Michaela Brooke Dowdy

Michaela Dowdy is an investment advisor representative with Wiser Wealth Management, Inc. located in Marietta, GA. She is registered with the state of Georgia. Michaela has been in the industry since May 2022. Her previous employment includes roles at Clarksville Academy, Clarksville Country Club, Samford University, Dowdy Financial Group and Walmart Inc. Michaela specializes in providing financial planning and portfolio management services to individuals and pension and profit sharing plans.

Firm Information

Michaela Dowdy is currently registered with Wiser Wealth Management, Inc.. Wiser Wealth Management, Inc. is an investment advisory firm based in Marietta, GA. They provide financial planning and portfolio management services for individuals and families. They have approximately $307.9 million in regulatory assets under management, serving 1,197 clients. Their services are available through a wrap fee program.
Wiser Wealth Management, Inc.

125 CHURCH ST

MARIETTA, GA 30060

$307.91M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michaela Dowdy’s Registration & Firm History

GA

10/30/2024 - Present

Wiser Wealth Management, Inc. (MARIETTA GA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michaela Brooke Dowdy.
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