My Practice

Stuart "Chip" Weier Jr., CFP®
CERTIFIED FINANCIAL PLANNERTM

When your financial goals are at stake, you need guidance you can trust.  You need an independent financial professional that can offer access to products and services from hundreds of companies without the burden of proprietary products, management influence or sales quotas. This makes your needs the only motivating force behind my recommendations.

Some of the areas I can help you with include planning for a secure retirement, saving for a child's college education, portfolio allocation and strategies for investment dollars, estate planning, insurance protection and planning distributions from assets in retirement. 

As an independent CERTIFIED FINANCIAL PLANNERTM Practitioner who has been in business since July of 1996 I will work with you over the long term helping you make informed and well-educated decisions about appropriate financial, investment and insurance strategies.

To start receiving financial help call or email me to setup an initial consultation without cost or obligation.  At this meeting I will review your current situation then inform you of how together we can strive to achieve your financial goals.


Awards:

FIVE STAR Wealth Manager in years 2012 to 2024. 

The 2024 FIVE STAR Wealth Manager list contains the wealth managers in a given market who were selected by their firm and peers as satisfying objective eligibility and evaluation criteria associated with providing quality services to clients. The 2024 FIVE STAR Wealth Managers do not pay a fee to be included in the research or in the final list of FIVE STAR Wealth Managers.

2012 – 2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award was presented in February 2024 based on data gathered within 12 months preceding the issue date. 4421 advisors were considered, 580 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.