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Financial Advisor
Pennsylvania
Blue Bell
VETTED

Mike Weber

CFP®
Blue Bell Private Wealth Management
Mike Weber
Tel: 610-825-3540 470 Norristown Road Suite #305 Blue Bell, PA 19422
"Independence you can TRUST"
About Mike Weber
With over 20 years of experience in financial planning and investment management, I guide families and individuals to help them focus on living their best lives by being their trusted advisor in investment management and wholistic financial planning, i.e. "Wealth Management".

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.
About Blue Bell Private Wealth Management
Blue Bell Private Wealth Management is a fee-only investment management firm located in suburban Philadelphia, founded over 20 years ago, and has an experienced team of investment advisors. Our goal is to permanently improve every client's financial position, simplify their lives, and achieve reliable investment results. Through a team effort, we seek to build and maintain long-term relationships using constant, effective communication and impeccable service.
See Disclosures
General Information
Firm Start Year:

2005

No. of Employees:

10-19 Employees

Name of Custodial Firm:

Charles Schwab & Co

States Licensed in:

ALL

Communities served:

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

Number of Years with Current Firm:

5

Work with the following types of clients:

Families, Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided:

Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Risk Management, Financial Planning for Individuals

Qualifications & Memberships
Financial Organization Memberships:

Financial Planning Association (FPA)

Services
Investment Types:

Commodities, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Bonds, Options & Futures

I provide a free initial consultation:

Yes

Preferred meeting methods
Can meet clients in the following ways:

Our Office, Your Home, Video Conference, Phone, Your Office

Compensation and Fees
Fee Structure:

Fee-Only

Compensation Methods:

Flat Fee, Based on Assets

Firm Information
Firm's Number of Clients:

600+

Assets Managed by Firm:

$670,000,000+

Education
BS Economics - Economics:
Pennsylvania State University - University Park
06/01/2001 - 06/01/2005
Portfolio Management
Portfolio management is the key to our client's success. We begin with a deep understanding of market and economic conditions. Building on that understanding, we create tailored client portfolios based on their portfolio objectives. We utilize Exchange Traded Funds (ETFs), Closed-end Funds, private, competitively bid Structured Investments and Option overlays to build out the ideal client portfolio.
Retirement Planning
Financial independence is the most popular planning goal I come across. In today's world, with limited to no pensions, investing for retirement is on the shoulders of the individual. I use my knowledge and experience to guide my clients through the phases of retirement planning from accumulation to transitioning to generating cash flow during retirement. I will add value in whichever phase your in currently.
401K Rollovers
The most common reasons for rolling over an old employer sponsored plan is the lack of investment options provided by the plan, desire for professional portfolio management and other services. Regardless if it makes sense to leave a 401k at a previous employer or roll it over to an IRA, I can help with the decision making process and explain all the pros and cons.
Insurance Planning
Through my financial planning process, I evaluate my clients overall insurance needs including life, health, disability, long-term care and property casualty liability coverage. I do not sell insurance products because we're fee-only advisors and commission based products can be a conflict of interest for a true "advisor". I provide my clients with recommendations and help them acquire the needed policies.
Annuities
I do not sell annuities. For most people, we have better options.
Estate Planning & Trusts
Estate planning is a crucial part of every client's financial plan. Everyone at least needs a will, power of attorney and healthcare proxy. Clients with small children should create trusts under their wills to ensure the assets are used appropriately for the child. We have estate planning software that creates the basic estate planning needs of our clients at no additional cost to the client. I work with attorneys to implement estate plans and if needed, create more complex estate planning strategies.
Tax Advice and Services
I provide tax planning on an annual basis using specialized tax planning software or with the client's accountant.
Education Funding and Planning
I prefer to incorporate flexibility and options when helping my clients save for their children's education. I build education planning timelines for each child that start young and end with helping my clients understand how to choose the best education for their unique child.
Risk Management
Risk management is the most important part of portfolio management and key to long-term success. We deploy advance risk management strategies to protect against downside risk and providing the opportunity for upside return. We don't rely on bonds to manage risk, but will use fixed income when the risk reward makes sense in a given market or economic environment.
Financial Advice & Consulting
Trust is earned. Relationships are based on trust. Advice is accepted in a trusted relationship. I listen to my clients. I listen to their concerns, their ideas and what they want to accomplish financially for themselves and their family. I openly discuss all available options to meet a particular financial goal, including the opportunities and the risks. I'm a advocate for my clients in all areas of their finances when other professionals are involved such as insurance agents, loan officers, attorneys and accountants. I work closely with these other professionals to provide holistic services to my clients.
Wealth Management
Wealth is a relative term. What matters is your wealth. The most important aspect of wealth is understanding what your wealth can and can't do for you and your loved ones.
Money Management
We focus on downside protection while maintaining the potential for strong returns in our client's portfolio objective bands or risk tolerance levels.
21 Years of Experience
CRD# 4970493Firm CRD# 134184Series: 65
Compliance
Registered Investment AdvisorYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday8:00 AM - 6:00 PM
Tuesday8:00 AM - 6:00 PM
Wednesday8:00 AM - 6:00 PM
Thursday8:00 AM - 6:00 PM
Friday8:00 AM - 6:00 PM
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