At The Weiss Group, our mission is to empower our clients to achieve their financial goals through personalized guidance and strategic planning. We are committed to providing expert financial advice that prioritizes our clients' best interest. We strive to build lasting partnerships that foster financial confidence and security.

We stand by our clients through every stage of life. Whether it's the exhilarating experience of purchasing a new home or navigating the financial complexities that arise from the birth of a child to the loss of a loved one, we ensure our clients have the support and guidance they need to make informed decisions and secure their financial futures.

The Weiss Group offers more than simple investment advice. We offer comprehensive wealth management services, which include tax planning; investment consulting; life, disability, and long-term care insurance; and estate planning.

Strategic Partners

The Weiss Group employs cutting-edge technology to serve clients seamlessly around the globe, extending our reach beyond greater Philadelphia to provide expert financial services wherever you might be located.

With our close-knit team, we provide individualized service to our clients, ensuring personalized financial solutions. At the same time, we leverage the extensive reach of Osaic Wealth, a vast network of broker-dealers based in the U.S. that serves over 11,000 financial professionals. In addition, we work with Pershing, a leader in clearing broker services for financial services firms. In this way, The Weiss Group offers the attentive service of a small firm with the robust resources of large-scale financial networks.