wiseradvisor

Mike Weber, CFP®
Blue Bell Private Wealth Management

Tel: 484-221-5408
470 Norristown Road
Suite #305
Blue Bell, PA 19422

"Independence you can TRUST"

Blue Bell Private Wealth Management | Financial Advisor in Blue Bell ,PA

About Blue Bell Private Wealth Management

Blue Bell Private Wealth Management is a fee-only investment management firm located in suburban Philadelphia. 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.


General Information

No.of Employees:   5-9
Gender:   Male
Name of Custodial Firm:   Charles Schwab & Co
States Licensed in:   ALL
I work with the following types of clients:   Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided:   Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Financial Planning for Businesses, Financial Planning, Portfolio Management, Retirement Planning, Financial Planning for Individuals, Financial Advice & Consulting, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers


Services

Investment Types:   Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your home, Our Offices, Video Conference, Via Phone, At your office, At my office


Qualifications & Memberships

Financial Organization Memberships:   Financial Planning Association (FPA)


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Compensation Methods:   Based on Assets, Hourly, Flat Fee


Board Positions

Organization:  Colonial Community Organization  Plymouth Meeting, PA
Position :  Chairperson
Duration :  04/01/2020-Currently holding


Education

BS Economics - Economics  Pennsylvania State University - University Park
06/01/2001-06/01/2005



Faqs

  • Do you have a customer satisfaction or refund policy? Yes, I guarantee the complete satisfaction of my financial planning services and will refund financial planning fees if the client is not satisfied.
  • What services do you provide? What are your specialties? I provide investment management and financial planning services on a fee-only basis. I specialize in investment management, retirement planning and education planning.
  • What is your experience? How many clients do you currently manage? I have been a financial advisor for over 13 years. I have dealt with all situations including pre-retirement (accumulation), retirement (income), estate planning and multiple goals. I currently manage a small group of clients and I'm looking to grow my client base.
  • What financial institution(s) do you represent? Bluesphere Advisors LLC is an independent Registered Investment Advisor. We're a relatively new firm, however we are backed up by years of experience and extensive education. We do not custody client assets. We use Charles Schwab & Co. to custody client assets and provide brokerage services.
  • What is your approach to financial planning? As a fee-only advisor, I charge flat fees for financial planning services and a percentage of assets under management for investment management. My investment management fees are aligned with my clients so that I do better when my clients do better.
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Mike Weber

Mike Weber

CFP®

With over 15 years of experience in the financial services industry, I guide families and individuals through a comprehensive financial planning process that drives advice in investment management strategies, retirement planning, education planning and all areas of their financial lives. Financial planning can be complex. Investment management takes time, knowledge, diligence and on-going oversight. I am driven to bring my expertise to make my clients' lives easier, more fulfilling and to help them achieve their financial goals. I work closely with trusted professionals in the areas of tax, estate, lending and insurance to help ensure the efficient implementation of life's planning needs.

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My Services

Financial Planning for Individuals

I start by understanding my client's goals and needs. Then I gather all pertinent information about their financial situation. After analyzing and projecting the clients financial situation, I provide detailed and comprehensive advice for their goals. This includes retirement and education, their needs like a cash reserve, adequate insurance coverage and their means to achieve financial success through prudent investing. I walk my clients through the implementation of all agreed upon recommendations and bring in trusted professionals to act as experts in the areas of estate planning, taxes, insurance and banking/lending.


Portfolio Management

Portfolio management is the key to our client's success. I begin with a deep understanding of market and economic conditions. Building on that understanding, I create tailored client portfolios based on their risk tolerance and objectives. I utilize individual stocks, Exchange Traded Funds (ETFs), Closed-end Funds, structured defined outcome Investments and Options to build out the ideal client portfolio.


Retirement Planning

Retirement planning 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 accumulation to transitioning to income during retirement.


Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:00 PM

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

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