Financial Planning Service

Weidner Associates LLC Financial Planning Services is a reputable financial planning firm that has been providing comprehensive financial guidance to individuals, organizations, and business owners since 1981. With over 33 years of experience, our firm has established a solid foundation for delivering sound and objective financial advice to our clients.

Our Mission

Our mission is to provide fee-only financial planning services that cater to the unique needs of our clients. We aim to create a casual and inviting atmosphere where our clients can feel comfortable discussing their financial concerns and receive tailored solutions to achieve their financial goals.

Our Services

Weidner Associates LLC Financial Planning Services offers a wide range of financial planning services, including retirement planning, tax planning, estate and trust planning and administration, and portfolio oversight and analysis. Our team of experienced financial planners, led by Richard H. Weidner, CFP, and Daniel Weidner, CFP, provides comprehensive and objective financial advice to our clients. We pride ourselves on our ability to provide personalized attention to each client, ensuring that their unique financial needs are addressed and their goals are achieved.

What Makes Us Unique

What sets us apart from other financial service providers is our fee-only compensation model. We do not sell any investment products, and our compensation is not tied to commissions earned on sales. This allows us to maintain our objectivity and provide unbiased financial advice to our clients. Additionally, our fee-only model allows us to work with clients of all net worth levels, ensuring that everyone has access to comprehensive financial planning services.

Our Team

Our team consists of experienced financial planners who are dedicated to providing exceptional service to our clients. Richard H. Weidner, CFP, founded Financial Planning Services in 1981 and has over 33 years of experience in the financial industry. Daniel Weidner, CFP, joined the firm in 2007 and has been providing personalized financial planning services to our clients. Our team is committed to staying up-to-date with the latest financial trends and regulations, ensuring that our clients receive the most effective and relevant financial advice.

Our Commitment

At Weidner Associates LLC Financial Planning Services, we are committed to providing our clients with the highest level of service and guidance. We understand that each client has unique financial needs and goals, and we are dedicated to helping them achieve financial stability and security. Our team is available to answer any questions or concerns our clients may have, and we strive to build long-term relationships with each and every client.