A complete list of active advisors currently associated with Weinand Financial, Inc.

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

Weinand Financial, Inc. provides tailored financial planning, ongoing wealth management, and retirement plan consulting to individuals (including high‑net‑worth clients), employer‑sponsored retirement plans and a range of institutional and personal entities. Services described in the brochure include comprehensive financial planning, portfolio management, participant education, and referrals to third‑party professionals when appropriate. The firm typically manages client accounts on a discretionary basis, constructing diversified portfolios using mutual funds, ETFs, individual bonds and equities, and, where appropriate, allocations to independent managers. Portfolios are customized rather than run from proprietary model portfolios, and accounts are reviewed periodically (at least annually) and adjusted based on client circumstances, market conditions, and the firm’s ongoing monitoring. Noteworthy aspects include scale and client engagement: the brochure lists approximately $610 million in assets under management and about 437 clients, a combination that produces an unusually high client count and asset load relative to many peer firms. Weinand also offers fee‑based, classroom‑style educational seminars with course materials and optional follow‑up consultations—an offering the firm notes is educational only and is relatively uncommon among similar advisors—and relies on Schwab/AFS custodial platforms as part of its operational model.

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