A complete list of active advisors currently associated with Weaver Consulting Group, LLC

Warmer can help you find a great advisor at Weaver Consulting Group, LLC or one who fits your needs even better.

Weaver Consulting Group provides financial planning, investment management, and pension consulting to individuals, high‑net‑worth households, and institutional retirement plans. Services are offered as stand‑alone planning engagements or as integrated wealth management relationships, and the firm acts as sponsor and manager of a wrap fee program. The firm follows a holistic, client‑focused asset‑allocation process that combines fundamental and quantitative analysis to tailor portfolios to individual risk tolerances and goals, typically using mutual funds, ETFs, structured notes and individual securities. Weaver also deploys third‑party managers and specialized tools — including BlackRock Aperio for direct indexing, Opal Capital for certain strategies, and the Pontera platform to manage held‑away defined‑contribution assets — with discretionary oversight and ongoing monitoring. Weaver manages roughly $1.05 billion in discretionary assets with a small advising team, resulting in notably high AUM and client counts per advisor compared with many team firms, and its role as a wrap program sponsor is uncommon for peers. The firm’s use of direct indexing, leverage‑oriented third‑party managers, a held‑away account platform, and supervised persons who may transact as registered representatives or licensed insurance agents are distinctive operational features that clients should consider when evaluating services and potential conflicts of interest.

To learn more about the advisors currently working at Weaver Consulting Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.