Weiser Financial Planning, LLC is a Registered Investment Adviser (RIA) founded by Stacy Weiser, a CERTIFIED FINANCIAL PLANNER™. The firm operates on a fee-only basis, meaning it is compensated solely by its clients and does not receive commissions for selling products. Its mission is to help women and their families organize, simplify, and take control of their financial lives through holistic financial planning and investment management services. They focus on building long-term relationships and providing personalized advice on topics such as retirement planning, investments, and small business retirement plans.

Founded in

United States