Stuart "Chip" Weier Jr., CFP®

Welcome to the Weier Financial Web site, where you'll find a wealth of information on my practice, newsletter articles, calculators, and research reports.

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Weier Financial created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, insurance and wealth preservation. Most importantly, I hope you see the value of working with skilled professionals to pursue your financial goals. I am here to help educate you about the basic concepts of financial planning and to help you learn more about how I work with my clients over the longer term.  For existing clients this site will give you fast and easy access to your account values, holdings, activity, statements and more. I hope you take advantage of this resource and visit this site often. 

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.

Feel free to contact me with any questions you may have on your accounts or financial situation. For those considering my services I would be happy to arrange a no obligation meeting to discuss your financial situation and how I can help you accomplish your goals.

Form CRS: Client Relationship Summary

Most clients will use the Investor360°® button to access detailed account information and their monthly consolidated statements online. You can also view the Investor360° user guide for more information.