Weisberg Financial Services

The firm primarily serves individual clients — many of whom are family, former colleagues, and long-term acquaintances — offering portfolio management across taxable brokerage accounts, traditional and Roth IRAs, trust accounts, custodial accounts, and college-savings plans (Coverdell and 529). It also advises one corporate account (a homeowners’ association) on a pro bono basis, an arrangement that is atypical for firms in this category.

The firm employs a cost-conscious, tax-aware investment approach that uses a discount brokerage platform and investments in individual equities and bonds, ETFs, and no-load mutual funds, supplemented by third‑party research (broker research, Barron’s, Morningstar, CNBC). The advisor maintains daily oversight of accounts, holds discretionary authority for a portion of assets (about $8.5 million of $15.03 million as of 12/31/2025), and communicates changes to clients as needed.

Distinctive operational features include a flat-fee billing model rather than percentage-of-AUM fees, an explicit cap of $1,000 per account, and annual invoicing (clients pay by check, typically receiving many months of service before payment). The practice is a single-advisor, low-cost operation that is closed to most new clients due to the advisor’s age, and it retains long-standing client relationships dating back through multiple market downturns.