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 Adviser Representatives are fiduciary financial advisors and are legally and ethically required to act in your best interest.
We have a collaborative team approach. When you work with us, you get the best of all of us.
We can help you address:
We also can answer your questions, including:
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 resource as a result of our shared processes, holistic strategy, and valued relationships.
Your Vision • Our Team
Our office is open!Monday -Thursday 9am to 4pmFriday, Saturday, & Evenings by appointment
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)