Daniel Weiser is a Registered Financial Consultant®, holds a Series 65 Securities License, is a Licensed Investment Advisor Representative, and also holds licenses in Fixed Annuities, Indexed Annuities, Life Insurance, and Real Estate. Prior to founding Weiser Financial Group in 2008 he was a trustee on a $180 million 401(k) Plan for over 8 years and was a pilot's Union Negotiator that led a change in 401(k) providers. Additionally, he served for 5 years as chairman of an airlines crewmember retirement committee. He holds a Master's Degree in Education, and retired from aviation in 2008 as a B-767 Captain after a 30-year commercial aviation career.
An open letter to prospective clients
Why Clients Hire Us?
Clients choose to work with us for a variety of reasons, including our use of globally diversified portfolios that are scientifically designed with up to 21 holdings in each portfolio. We automatically rebalance these portfolios on an as-needed basis at no extra cost to clients. We are not a one-size-fits-all advisor. Our all-in expenses for clients to have their portfolios professionally managed are highly competitive. Our focus is on controlling our clients' risk first, and performance should typically follow in a predictable way.
We are a level-fee, independently licensed investment advisory firm located in Venice, Florida in our 16th year of business. We are licensed to conduct business in all 50 states and currently serve affluent and high-net-worth clients in 12 states. Our legacy clients are current and retired airline crewmembers. Most of our clients have moved their employer 401(k)'s to a rollover IRA that uses TD Ameritrade as their custodian.
We are one of a few select independent firms with access to the Edelman Financial Engines Portfolios for our clients. Our clients' portfolios and investing costs are identical to the Edelman in-house retail clients, and we do not charge any middleman or markup fees to our clients. With us, clients have two advisors working for them, not just one. We also provide confidential and complimentary retirement reviews.
Our Business Practices:
At our firm, all successful investing is goal-focused and planning-driven. We believe that all failed investing is market-focused and current events-driven. Successful investors work towards a plan, while failed investors react to current events. Goals beat market activity, and planning beats current events.
Directions to our Office: (click on image)