A complete list of active advisors currently associated with Weldon and Weldon Financial Coaching

Warmer can help you find a great advisor at Weldon and Weldon Financial Coaching or one who fits your needs even better.

Weldon and Weldon Financial Coaching provides financial planning and consulting services, serves as a liaison/solicitor to a third‑party manager (Matson Money), and offers ERISA 3(21) retirement‑plan advisory support for plan sponsors. The firm does not exercise discretionary trading authority or directly place securities transactions and reported no assets under management as of the brochure date. When recommending the Matson Money platform or other third‑party managers, Weldon and Weldon evaluates and monitors those managers’ investment programs and delivers full and ongoing financial plans; investment execution and custody are performed by the third‑party manager and its designated custodians. The firm’s advisory work combines qualitative client‑focused analysis and quantitative methods and can include facilitation of estate‑planning documents through a third‑party technology provider. Distinctive aspects include the principals’ active roles as licensed insurance agents and brokers and the firm’s receipt of insurance commissions and referral/management fees from Matson Money—relationships disclosed in the brochure and described as potential conflicts the firm seeks to mitigate. Operating primarily as a solicitor/ERISA 3(21) advisor without a direct discretionary portfolio‑management function or client assets, while maintaining insurance brokerage activities, is atypical among supported firms in this category.

To learn more about the advisors currently working at Weldon and Weldon Financial Coaching, 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.