Elliott Weir (CFP®, MBA)

Elliott Weir focuses in the
following client markets or areas of practice:

Fixed Fee (Subscription, Retainer, etc.)

Insurance Related Issues

Investment Advice with Ongoing Management

Novice Investors

Retirement Planning & Distribution Rules

Women's Financial Planning Issues

Planning Specialties

Widowed women, financial independence planning, comprehensive financial planning, wealth distribution and retirement strategies, pension evaluation, Social Security, investments, money management, fee only financial planning, fiduciary advice, personal financial adviser.

Additional Information

My name is Elliott Weir, the owner of III Financial. I’ve been working with clients like you since 2004. Come to think of it, it has been longer – before I officially started as a financial planner! Let me explain…

I started my career as a technology geek, having earned a Computer Science degree from Southern Methodist University. Once I graduated I secured a great job with Ernst & Young LLP as a technology consultant to Fortune 500 companies.

Then on August 20th, 1997 my life changed forever. After a brief battle with cancer, my father passed away at the age of 50. I suddenly found myself helping my mother with insurance, investments, attorneys, CPAs, and more, because my father was the one in charge of these things for the family.

This formative event explains a lot about who I am, about III Financial, and about what you can expect from me. I choose to work with widowed women because I want to have a meaningful and direct impact on their lives, as I did for my mother. Will you be one of them?