Mike Weber
Without an experienced "guide", financial planning topics can be complex, abstract, and confusing. I aim to make it simple for the client and to always be prepared to back-up my advice with the numbers.
Investment management takes time, knowledge, diligence, on-going oversight and an experienced, knowledgeable team. I am driven to bring my expertise to make my clients' lives easier, more fulfilling and to help them achieve their financial goals and objectives.
2005
10-19 Employees
Charles Schwab & Co
ALL
Abington, Ambler, Ardmore, Aston, Audubon, Bala Cynwyd, Bally, Barrington, Barto, Bechtelsville, Bellmawr, Bensalem, Berwyn, Beverly, Birchrunville, Boyertown, Bridgeport, Bristol, Brookhaven, Broomall, Bryn Athyn, Bryn Mawr, Camden, Chadds Ford, Chalfont, Cheltenham, Cherry Hill, Chester, Chester Springs, Cheyney, Clarksboro, Claymont, Clifton Heights, Collegeville, Collingswood, Colmar, Croydon, Crum Lynne, Darby, Devon, Douglassville, Downingtown, Doylestown, Drexel Hill, Dublin, East Greenville, Elkins Park, Elverson, Essington, Exton, Fairless Hills, Feasterville Trevose, Flourtown, Folcroft, Folsom, Fort Washington, Fountainville, Frederick, Furlong, Gibbstown, Gilbertsville, Gladwyne, Glen Mills, Glendora, Glenmoore, Glenolden, Glenside, Gloucester City, Green Lane, Gwynedd, Gwynedd Valley, Haddon Heights, Haddonfield, Harleysville, Hatboro, Hatfield, Haverford, Hilltown, Holmes, Horsham, Huntingdon Valley, Immaculata, Jamison, Jenkintown, King Of Prussia, Lafayette Hill, Langhorne, Lansdale, Lansdowne, Lawnside, Levittown, Line Lexington, Magnolia, Malvern, Mantua, Maple Shade, Marcus Hook, Media, Merchantville, Merion Station, Mickleton, Mont Clare, Montgomeryville, Moorestown, Morton, Mount Ephraim, Mount Royal, Narberth, National Park, New Berlinville, New Hope, Newtown, Newtown Square, Norristown, North Wales, Norwood, Oaklyn, Oreland, Ottsville, Palm, Palmyra, Paoli, Parker Ford, Paulsboro, Pennsauken, Pennsburg, Perkasie, Perkiomenville, Philadelphia, Phoenixville, Pipersville, Pottstown, Prospect Park, Quakertown, Rancocas, Red Hill, Richboro, Richlandtown, Ridley Park, Riverside, Riverton, Royersford, Runnemede, Sassamansville, Schwenksville, Sellersville, Sharon Hill, Silverdale, Skippack, Somerdale, Souderton, Southampton, Spring City, Spring Mount, Springfield, Swarthmore, Telford, Thorndale, Thornton, Thorofare, Trumbauersville, Upper Darby, Villanova, Wallingford, Warminster, Warrington, Wayne, Wenonah, West Chester, Westville, Willingboro, Willow Grove, Wilmington, Woodbury, Woodbury Heights, Woodlyn, Wycombe, Wyncote, Wynnewood, Zieglerville
4
Individual Investors, Non-Profit Organizations, Families, Businesses
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Money Management
Financial Planning Association (FPA)
Exchange Traded Funds (ETFs), Commodities, Stocks, Bonds, Alternative Investments, Options & Futures
Your Office, Video Conference, Your Home, Our Office, Phone
Fee-Only
Based on Assets, Flat Fee
600+
$670,000,000+
Yes
Do you have a customer satisfaction or refund policy?
What are your qualifications? What is your education background?
How are you compensated? How will I pay for your services?
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
Will you be the only person working with me?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
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Additional Detailed Disclosures
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