A complete list of active advisors currently associated with Wieder Financial Corp.

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

Wieder Financial Corp. is a small, state-registered independent adviser that provides investment advice to individual clients and offers paid financial planning. The firm operates through a co‑advisory arrangement with a third‑party money manager and, as disclosed in the brochure, did not directly manage client funds as of June 6, 2025. The firm’s investment approach emphasizes broad-based asset categories implemented primarily through funds‑of‑funds, mutual funds and ETFs to capture market returns and avoid alternative investments such as commodities or private equity. Portfolio implementation and day‑to‑day trading are handled through the selected money manager, while the firm monitors accounts, reviews managed accounts monthly, and recommends custodians rather than acting as a broker‑dealer. Notable firm characteristics include that the principal is a licensed attorney who also owns a title insurance business and allocates a substantial portion of time to those non‑advisory activities, and the firm discloses receiving fee‑sharing/referral arrangements with other money managers. The brochure also notes the firm does not vote client proxies or produce regular client reports, does not maintain custody of client assets, and may occasionally earn insurance commissions for insurance sales.

To learn more about the advisors currently working at Wieder Financial Corp., 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.