Retirement-Focused Investment Advisor For Aviation Professionals

Weiser Financial Group is a retirement-focused investment advisor with over 15 years of experience in pension plans, profit sharing plans, 401(k) rollovers, and systematic withdrawal design, dedicated to serving the unique needs of current and retiring aviation professionals.

Extensive Experience

With 15+ years of investment advisor experience, Weiser Financial Group focuses on retirement solutions for aviation professionals. Daniel J. Weiser, brings a unique blend of knowledge as a retired commercial pilot, 401(k) plan trustee, and investment advisor. We have gained a comprehensive understanding of the financial challenges and opportunities faced by aviation professionals over the past 30 years. Lets put that knowledge to work for you.

Retirement Focus

We are dedicated to helping aviation professionals build secure retirement strategies. Our in-depth understanding of pension plans, profit sharing plans, 401(k) rollovers, and establishing systematic withdrawals sets us apart.

Personalized Strategies

Our approach is personal. We tailor investment strategies to align with your individual financial goals, risk tolerance, and time horizon.

Your Retirement Flight Plan
Think of us as your financial "Dispatcher." We chart your route, estimate the duration of your savings, and make automatic course corrections, just like a skilled pilot. Our goal is to ensure you reach your financial destination safely and with satisfaction.

Why Clients Trust Us
Our clients trust us because they have seen our honesty and transparency as an investment advisor and in the cockpit. Daniel Weiser, a Registered Financial Consultant®, holds a Series 65 Securities License, and has over a decade of experience as a 401(k) trustee and airline retirement committee chair.

Diversified Portfolios

We offer globally diversified portfolios, each scientifically designed with up to 21 holdings. Our Sub-Advisor, Financial Engines Advisors, automatically rebalances portfolios at no extra cost.

Competitive Fees

Our all-inclusive fees are highly competitive. For instance, the management fee for a $1.5M portfolio is around 1.1%, decreasing in percentage as your account size increases. We are fully transparent, with no hidden fees, and we do not employ "funds of funds", a method often used by 401(k) sponsors and other advisors to obscure portfolio expenses. We are the home of no hidden fees.

Our Business Model

As an independently licensed investment advisory firm, we have an alliance with Financial Engines Advisors (formerly known as Edelman Financial Engines) and use Charles Schwab as our custodian. We serve clients coast-to-coast in 12 states, focusing on helping airline crew members transitioning their 401(k)s into IRAs.

Guiding Principles

At Weiser Financial Group, we prioritize goals and strategic planning over market speculation. Successful investing is goal-focused, not driven by current events.

Choose us as your trusted advisor for a secure retirement journey.

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