A complete list of active advisors currently associated with Weis Advisory

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

Weis Advisory is a fee‑based, fiduciary registered investment adviser serving individual and high‑net‑worth clients with portfolio management, integrated financial planning and retirement plan consulting. The firm reports about $225.6 million in regulatory AUM across roughly 716 client relationships and offers both discretionary and non‑discretionary management. Portfolios are constructed and monitored by a four‑person advisory team using strategic asset allocation, security selection and regular rebalancing, with analysis that includes technical, fundamental, charting and cyclical approaches. The firm offers a broad instrument set (mutual funds, ETFs, fixed income, options, structured products and alternatives), typically custodies accounts at LPL Financial, and provides regular reporting and periodic reviews. Compared with many team firms, Weis discloses an affiliation with accounting professionals and notes that some advisory persons are Certified Public Accountants, which can inform planning and implementation beyond standard investment advice. The firm also acts as a sponsor for a wrap fee program and states that wrap accounts are not billed higher management fees than comparable non‑wrap accounts, a structural feature that is relatively uncommon among peers.

To learn more about the advisors currently working at Weis Advisory, 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.