John M. Weaver

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”