Anweiler Financial Management, LLC

Anweiler Financial Management LLC is a fee‑only, state‑registered independent adviser that serves primarily individual clients (including both non‑high‑net‑worth and high‑net‑worth individuals) as well as some corporate clients, overseeing roughly $51.3 million for about 107 clients. The firm provides continuous investment supervisory services (individual portfolio management), comprehensive financial planning, focused consulting, and in‑house tax planning and preparation.

The firm delivers advice largely on a non‑discretionary basis: portfolios are managed to client‑approved asset allocation models, rebalanced in the middle of each quarter, and reviewed at least quarterly, while implementation decisions remain with the client. Investment analysis incorporates fundamental, technical, cyclical and asset‑allocation methods and the manager may use strategies including long‑ and short‑term purchases, options, margin and short sales when appropriate.

Distinctive features relative to many independent advisers include offering tax preparation and tax planning services alongside advisory work and having principal-level accounting training combined with CFP certification, which supports integrated tax‑investment coordination. The firm operates as a solo, fee‑only practice that does not take physical custody of assets (uses custodian billing/SLOA arrangements) and does not vote client proxies, leaving certain implementation and proxy decisions to clients.