When thinking about investing or working with a financial planner, many people feel overwhelmed because they don’t understand the process or details. At Wieferich Financial, we want to change this. By choosing to work with us, you can feel confident knowing we are committed to providing you a simplified process that breaks down many of the burdensome aspects of financial planning. We believe you can benefit from our:
Our team is led by Bryan Wieferich, a CERTIFIED FINANCIAL PLANNER™ professional. As a CFP®, Bryan has dedicated his career to ongoing education and maintaining a high standard of ethics. Along with organizing all aspects of your financial life, we can collaborate with your other professionals, such as CPAs and attorneys, to help ensure the advice you receive is aligned with your financial strategies, goals, and needs.
Not only are we dedicated to educating ourselves on the changes in our industry, but we are also committed to educating our clients on their financial decisions. We believe that an educated client is an empowered client and we work to pass on the knowledge we have acquired throughout our careers onto you.
We are independent advisors, which means that we aren’t tied to any proprietary products or services. We proactively guide you in the financial decision-making process, answering your questions and providing the resources you and your family require to make educated decisions that will serve your best interests, not ours.
We act as coaches and advocates for your financial future and walk with you every step of the way. With a fiduciary standard, our actions are always in the best interest of the client. By being process-driven rather than product-driven, we are able to focus all of our energy on your needs.
Contact us today to get started building your financial future.