A complete list of active advisors currently associated with Weaver Financial

Warmer can help you find a great advisor at Weaver Financial or one who fits your needs even better.

Weaver Financial provides financial planning and investment management primarily for individual clients and also accepts trusts, corporations, partnerships, and limited liability companies. Services described in the brochure include retirement planning, tax and estate planning, education planning, employee benefits analysis, risk management and investment management delivered through written engagement letters and investment plans. The firm’s investment approach is fundamental and long-term, emphasizing asset allocation, diversification, and risk management implemented mainly with no-load mutual funds and ETFs, supplemented by stocks, bonds, and allocation funds where appropriate. It operates on a fee-only, assets-under-management basis, implements client accounts through third‑party custodians, and conducts periodic portfolio and plan reviews. Noteworthy distinctions include the firm’s mix of business/corporate clients in addition to individuals (an uncommon client type among similar independent advisers) and a concentrated client base—approximately $46 million in assets managed across 12 client relationships—resulting in larger average account sizes than typical peers. The brochure also highlights that the firm’s principal holds professional credentials in accounting, financial planning, and investment analysis (CPA, CFP™, CFA®), has provided expert-witness services, and discloses no receipt of third‑party sales compensation.

To learn more about the advisors currently working at Weaver Financial, 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.