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.

We're proud to announce that Stuart Weier Jr., CFP® has been named a 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020 and 2021 FIVE STAR Wealth Manager. 

The 2021 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 2021 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.
 

FIVE STAR Wealth Managers Award: Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 4,069 Boston-area wealth managers were considered for the award; 480 (12% of candidates) were named 2021 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.