Led by our CERTIFIED FINANCIAL PLANNER ™, Jay Weyers, our team of financial professionals, financial advisors, and support staff work together with you in creating your unique financial vision.  

We believe our clients choose to work with Weyers McKeever Financial Partners because of our wisdom, integrity, and creativity.

We provide leadership, capability, and a process that we believe helps clients design the lifestyle they desire.

We believe the real benefit we bring to our clients is comfort, confidence, and clarity in the vision they have for themselves and the people they love. 

Our Investment Advisor Representatives are fiduciary financial advisors and are legally and ethically required to act in your best interest.

We can help you address:

  • Personal financial planning
  • Business planning
  • Retirement planning
  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management 
  • Legacy planning
  • Family protection planning
  • Business protection planning

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What's a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Our Mission   is to provide leadership, creativity, and collaboration through our team process which we believe results in confidence and clarity.

Our Vision   is to be our clients' most trusted advisors as a result of our shared processes, holistic strategy, and valued relationships.

Your Vision • Our Team

    

 

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Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What's more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional. (http://www.letsmakeaplan.org/why-choose-a-cfp-professional)