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

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

The firm provides fee-only investment advisory, comprehensive financial planning, and consulting to individuals, trusts, small businesses, and small nonprofit/charitable organizations. Most clients are in or near retirement and engage the firm primarily to preserve assets, generate retirement cash flow, and address income tax planning. The firm’s investment approach is grounded in modern portfolio theory with an emphasis on global diversification, use of ETFs and index funds alongside select actively managed mutual funds, and periodic rebalancing when allocations drift. Portfolios are managed on a non‑discretionary basis—transactions are executed only with client approval—and the firm supplements buy‑and‑hold allocations with occasional income-oriented tactics such as covered calls when appropriate. What is distinctive about the firm is its concentration of primarily non‑discretionary assets under management (the vast majority of AUM is non‑discretionary), together with serving charitable organization clients, both of which are uncommon among independent peers. The advisor combines long experience dating back to the 1980s with a focus on retirement income solutions and qualified‑plan consulting for small employers, reflecting a practice tailored to income-focused, preservation‑oriented clients.

To learn more about the advisors currently working at Weiss 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.