A complete list of active advisors currently associated with Weiss Financial Advisors, LLC

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

Weiss Financial Advisors, LLC is a small, independent registered investment adviser that provides ongoing wealth management and modular financial planning to individual and high-net-worth clients. The firm charges asset-based advisory fees and currently serves a compact client base, managing roughly $12.3 million for about 11 client relationships. The firm tailors portfolios to each client’s objectives, time horizon, tax circumstances, and risk tolerance, and monitors accounts for rebalancing and other adjustments. Although the firm will accept discretionary authority, it currently manages client assets on a predominantly non-discretionary basis and obtains client approval before executing transactions. Notable features include the principal’s academic background (an MBA and a Ph.D.) and a history of developing financial literacy programs and educational workshops, which inform the firm’s planning work. The firm also from time to time acts in family-related trustee or standing-authority roles that create custody considerations, and its single-advisor structure means clients receive direct oversight from the firm’s principal.

To learn more about the advisors currently working at Weiss Financial Advisors, 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.

Name	Location	Years of experience
Wendy Weiss	Cambridge, MA	14

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