Weaver Financial
Welcome! We provide comprehensive financial planning and investment management on a fee only, no commissions basis. That means you get advice on:
-investments (CFAs are experts on investments.),
-taxes (CPAs are good at taxes!),
-retirement planning (Most CFP's look at the whole picture and plan comprehensively.),
-evaluating second homes, assisted living choices,
-as well as: employee benefits, pensions, estate planning, insurance, cashflow management,
and more.
Why us? I've educated myself highly (CPA, CFP, CFA) so I can provide thorough advice when working with you. We have lower fees on larger portfolios.
We do not sell you investments or insurance for commissions.
There are multiple professional standards in our industry: fiduciary, and suitability or Regulation BI (best interest) standards. We follow the fiduciary standard. We're always required to give you advice based on what's best for you, not us (vs Regulation BI/suitability where a commissioned investment may be suitable for you but perhaps not in your best interest).
Details on services are on our website here.
Details on pricing are in our website's FAQ under Interviewing a Financial Advisor.
Follow us on Facebook or on our blog.
If you're interested, we'd love to talk with you.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.