Mike Weber

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About Mike Weber

With over 19 years of experience in financial planning and investment management, I guide families and individuals to help them focus on living their best lives by being their trusted advisor in investment management and wholistic financial planning, i.e. "Wealth Management".

Without an experienced "guide", financial planning topics can be complex, abstract, and confusing. I aim to make it simple for the client and to always be prepared to back-up my advice with the numbers.

Investment management takes time, knowledge, diligence, on-going oversight and an experienced, knowledgeable team. I am driven to bring my expertise to make my clients' lives easier, more fulfilling and to help them achieve their financial goals and objectives.

See Disclosures

General Information

Firm Start Year

2005

No. of Employees

10-19

CRD#

4970493

Firm CRD#

134184

Name of Custodial Firm

Charles Schwab & Co

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Non-Profit Organizations, Families, Businesses

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Money Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 65

Financial Organization Memberships

Financial Planning Association (FPA)

Firm Information

Firm's Number of Clients

600+

Assets Managed by Firm

$670,000,000+

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets, Flat Fee

Education

BS Economics - Economics

Pennsylvania State University
06/01/2001 -06/01/2005

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://bluebellpwm.com/disclosure/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1885437/paladinregistry-Blue-Bell-Private-Wealth-Management-detailed-disclosure.html

Disclaimer

https://bluebellpwm.com/disclosure/

Paladin Advisors

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Paladin Research Report For:

Blue Bell Private Wealth Management