A complete list of active advisors currently associated with Weiser Financial Planning LLC

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

Weiser Financial Planning LLC provides investment management and a range of financial planning services to individuals and also serves high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and businesses. Offerings include ongoing comprehensive financial planning through a retainer arrangement, limited-scope or single-engagement planning, and discretionary portfolio management implemented via an Investment Policy Statement. The firm primarily constructs passive portfolios using index mutual funds and exchange-traded funds and manages accounts based on clients’ goals, time horizons, and risk tolerances. For investment analysis and when developing financial plans, the advisor also employs fundamental, technical, cyclical, and charting methods, combining passive portfolio construction with analytical techniques more commonly associated with active strategies. A distinctive feature of the practice is its provision of educational workshops and speaking engagements for groups and the public—occasionally provided pro bono—which is uncommon among similar independent firms. The practice operates as a solo advisor managing client assets while emphasizing broad planning topics such as business planning, divorce financial planning, employee benefits optimization, and estate and tax planning; the lead advisor holds CFP®, ChFC®, and CLU® professional credentials.

To learn more about the advisors currently working at Weiser Financial Planning LLC, 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.