Russ Weiss (ADPA, CFP®)

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

  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • Estate & Generational Planning Issues
  • ExPat and Cross Border Issues

Planning Specialties

Russ specializes in financial planning for people who have stepped (or run, or flown) outside the usual models of corporate and family life.

Russ is himself a former entrepreneur raised in a blended family and in committed but unmarried relationship.

“Fewer than half of families in the US are headed by a married couple,” he notes. “let alone a US-only, straight married couple. “But our tax laws and other regulations haven’t always caught up with that reality.”

Russ’s expertise in financial planning for clients whose lives don’t fit neatly into checkboxes is ideal for:

• Blended families (2nd marriages with children)

• Unmarried couples/individuals

• Blended families and unmarried citizens or residents of more than one country.

o US expatriate

o Dual citizens

o US green card holder, resident alien, or non-resident alien

Russ works to ensure that nontraditional US households can still enjoy the same level of financial benefits and confidence as more traditional families.

Additional Information

Beyond the financial issues, he helps plan for other issues. For instance, the emotions and complexities of a 2nd marriage especially with children from a first marriage, helping to ensure a life partner can be involved in the event of a healthcare emergency; or obtain other rights that married couples take for granted.

For clients with cross-border lives, Russ has an extensive resource network with specific knowledge of a country’s immigration, residency, tax and legal codes allowing Russ to ensure proper adherence to US and foreign concerns.

Approachable and dedicated, Russ has developed a devoted clientele over the years. Says one of his clients “There’s an overwhelming amount of information out there. Russ narrows it down to what’s relevant, so I can make confident decisions quickly and with less stress.” Another gets right to the heart of Russ’s unique style when she says that he “brings a beautiful mix of compassion and knowledge to the table.”

NAPFA Start Date

August 27, 2015


This Office

33 W Court St Doylestown, PA 18901-4210 Phone: (215) 348-9393