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

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

Weiss Financial Group LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth clients, and retirement plans. The firm works with a relatively small client base through a two‑advisor team and offers both ongoing investment supervisory services and one‑time or continuous planning engagements. WFG documents client objectives in an Investment Policy Statement and employs charting, fundamental, and technical analysis across a range of strategies, including long‑ and short‑term trading, options writing, and allocations to ETFs, mutual funds, bonds, REITs, private placements, leveraged ETFs, and cryptocurrency. The firm also implements client portfolios through automated and custodial platforms (including Schwab’s Institutional Intelligent Portfolios™, Betterment Institutional, Altruist, and relationships with PIMCO) and may use features such as automated rebalancing and tax‑loss harvesting where available. A notable feature is WFG’s affiliation with an accounting affiliate, Weiss Advisory Group, which provides complementary tax services to certain clients with pre‑existing relationships and minimum asset thresholds. The brochure also discloses operational practices that could affect client outcomes—such as periodically moving accounts into large cash positions while continuing to assess advisory fees—and the firm typically directs clients to a limited set of custodial platforms rather than accepting client‑directed brokerage.

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