Working With Us
Our Process
At Weyers and McKeever Financial Partners, we follow the CERTIFIED FINANCIAL PLANNER ™ process of financial planning.
Our Approach
We believe that the best financial plan is a comprehensive financial plan. Our approach takes a look at all aspects of your financial life.
Value Creation
Our leadership, creativity, and collaborative client and team process helps our clients build confidence and clarity.
How Can We Work Together
We work with you to choose the financial planning model that works best for you.
Financial Planning Menu Of Services
Weyers McKeever Financial Partners provides a variety of financial planning services. Your financial advisor will work with you to determine which is best for your unique circumstances.
The Building Blocks
At Weyers McKeever Financial Partners, our financial advisors use a holistic approach, comprehensive financial planning, and strategic asset and wealth management processes
How We Work With Business Owners
As holistic financial planners, we look at the big picture. We want to be sure that both your business and your family are protected.
How We Work With CPAs
Financial Advisors and CPAs are complementary professions who both play a part in overall financial planning.