Our Team

I am a seasoned financial advisor with 30 years of experience in the industry. Throughout my career, I have been deeply influenced by the investment philosophies of Warren Buffett and Peter Lynch, integrating their insights into my approach to wealth management.

In September 2022, after three years of extensive due diligence, I made the decision to open my own practice. This move allows me to better serve my clients' needs by offering comprehensive services including tax, estate, and financial planning. I chose LPL Financial, the United States' largest independent Broker/Dealer, to serve my clients, ensuring access to a wide range of investment options and cutting-edge resources.

For the past 21 years, I had the privilege of serving as a Senior PIM Portfolio Manager at Wells Fargo, where I honed my skills in investment strategies, risk management, and client relations. My primary objective has always been to help clients achieve their financial goals by providing tailored investment solutions and personalized advice.

I am passionate about creating long-term value for my clients and staying updated with the latest trends and developments in the financial world. I look forward to the opportunity to bring my expertise and dedication to your financial independence.

Thank you for considering me as your valued professional.

Best Regards,

John M. Weaver

Branch Manager

Senior Wealth Manager

Certified Plan Fiduciary Advisor “CPFA”

I’m Will Weaver, an Atlanta native, and it’s my privilege to serve my community in partnership with LPL Financial and our team in Cumming, Georgia.

As a Financial Consultant, I am committed to focusing on what is most important to our clients and their families.

Equipped with vast resources, our affiliation with LPL Financial enables our team to provide personalized guidance to families seeking wealth management, retirement planning, financial planning, and asset management solutions.

Financial Planning: The process by which we build lifelong strategies to assist clients in managing their finances to meet life goals.

Investment Solutions: The overall goal of our investment strategy is to find ways to manage returns and minimize risks. My team and I will work directly with you to identify your financial goals and assess your risk tolerance. Understandably, investors don’t want to miss any potential growth opportunities. However, you must be prudent in making sound decisions that fit your investment objectives. Our objective is to help you achieve your goals. We are always looking for the latest, innovative ways to design our portfolios and serve your best interests.

Retirement Planning: We strive to guide individuals in each stage of retirement planning and retirement. Our goal is to be your partner in helping you make the most of your employer-sponsored retirement plans and IRAs and work towards your retirement goals.

Tax Efficiency: We focus our strategies on your unique circumstances and work to develop a tax-efficient investment portfolio designed to serve you and your financial future.

In all the ways we serve you, our family firm strives to bring confidence to individuals and families regarding their financial futures.