A complete list of active advisors currently associated with Weisberg Financial Services

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

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.

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