Keith Weiss (CFP®)

Keith Weiss focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs

Planning Specialties


I am a Fee-Only financial planner that follows a strict Fiduciary Code. I specialize in helping families in the accumulation phase, and small business owners. My passion is empowering my clients as they navigate through key financial decisions; in the process build a nest egg for financial freedom.

Whether you work at a private or public company, or for a government agency, or own a small business, I can help guide you towards building your nest egg for your future self. If you are a small business owner, I can help maximize tax savings with the strategic use of Qualified Retirement Plans. Additionally, I provide Investment Management for Growth oriented investors. I can invest IRA's, rollover IRA's, 401k's, and Savings. If you have a Company Retirement Plan that cannot be managed outside of the Plan, I can provide you the proper investments & allocations to optimize your investments.


I began my career as an Educator, an experience that has refined my skill of simplifying complex concepts. I have 10+ years experience as a Tax Accountant. Having prepared Individual & Business tax returns, I have a solid understanding of Tax concepts; a factor that is advantageous for my clients.

Working with people that have deep passion for their work is rare. This is a family office with an informal vibe. We are the contrast to Big City finance. We offer smart solutions without the pomp & circumstance. We pride ourselves on education & empowerment.

Additional Information

Persons in the Asset Accumulation Phase

  • Small Business Owners, Attorney's, Doctor's, company employees with 401(k) plans and/or stock options.
  • Public service employees such as teachers, police officers, and other government workers with pensions and/or 403(b)'s, 457's, etc.


  • Budgeting Planning
  • Portfolio Optimization
  • Investment Planning
  • Retirement Planning
  • Help with 401(k)/403(b)/457 Plans
  • College Education Planning
  • Risk Management & Insurance Planning
  • Estate Planning


NAPFA Start Date

February 03, 2020


This Office

704 Route 6 Mahopac, NY 10541-1635 Phone: (845) 621-4700