Mike Weber CFP

Tel: (610) 277-1515
2108 Dekalb Pike,
Norristown, PA 19401

Knowledge, Experience and Dedication

Bluesphere Advisors LLC | Financial Advisor in Norristown ,PA

About Bluesphere Advisors LLC

We act as Fiduciary to our clients. We bring our knowledge and experience to work with our clients in their investment and financial decision making process. Core fundamental research and an understanding of global financial and economic conditions drives our investment management process. In depth financial planning process helps us understand the nuances of our client's financial situation and design an explicit financial plan that meets client needs and expectations. Our hands on implementation processes ensures thorough execution that meets client expectations. Most importantly we are constantly evolving to stay on top of the investment advisory industry.


General Information

Firm Start Year:   2016
No.of Employees:   2-4
Name of Custodial Firm:   Charles Schwab & Co
States Licensed in:   ALL
Number of Years with Current Firm:   3
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses


Services

Investment Types:   Exchange Traded Funds (ETFs) , Options & Futures , Mutual Funds , Bonds , Stocks
I can meet clients in the following ways:   At your office , At my office , At your home


Qualifications & Memberships

Financial Organization Memberships:   Financial Planning Association (FPA)


Compensation and Fees

Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Based on Assets , Flat Fee


Education

BS Economics - Economics  Penn State - University Park, PA
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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.
  • How do you charge for your services? 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 CFP

Mike Weber CFP

CERTIFIED FINANCIAL PLANNER™ Certificant


Michael holds the following qualifications:
Certified Financial Planner (CFP)
Bachelor of Science Economics, Penn State University

Michael has been in this industry for over 10 years.

Michael is married to wife Kate and they live in Bridgeport, PA with their son Jake and American bulldog Hank.

Michael is passionate about golfing, fishing and cooking.

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My Services


Financial Planning for Individuals

I start by understanding my clients goals and needs. Then gather all pertinent information about their financial situation. After analyzing and projecting the clients financial situation, I provide a detailed and comprehensive plan. I walk my clients through the implementation of all agreed upon recommendations.


Financial Planning for Businesses

Bluesphere Advisors LLC provides business valuation services for a flat fee. We help our business owners plan effectively for the successful sale or transition of their business.


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 utilized individual stocks, Exchange Traded Funds (ETFs) and low-cost institutional mutual funds to build out the ideal client portfolio.


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

Compensation Arrangements

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