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 comprehensive wealth management services to individuals as well as pension and other institutional clients. The firm also offers pension consulting, trust and estate guidance, and may direct clients to third-party advisers for specialized services. The firm uses a holistic, asset-allocation driven process that combines fundamental and quantitative analysis to construct portfolios using mutual funds, ETFs (including leveraged and closed-end funds), structured notes, and individual securities. Weaver Consulting Group monitors accounts on an ongoing basis, manages client assets primarily on a discretionary basis, and uses third-party managers and tools such as PVG Asset Management, Russell Investments, BlackRock Aperio Direct Indexing, and the Pontera platform for held-away retirement assets. Distinctive features include a relatively large client base and asset level for a small advisory team — about 1,085 clients and roughly $1.046 billion in assets under management across four advisors — and the firm’s role as sponsor and manager of a wrap fee program. The firm also combines in-house discretionary management with directed relationships (registered representatives and licensed insurance agents in affiliated capacities), the use of multiple institutional custodians (Fidelity and Schwab), and access to direct indexing and a range of alternative or complex investment vehicles.

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.