WEAVER FINANCIAL

Overview

Weaver Financial is an independent registered investment adviser run under individual ownership that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm favors equity allocations, with a clear tilt toward exchange-traded securities for the core of client portfolios. Advisory work is delivered primarily on a discretionary basis and fee arrangements include a percentage-of-AUM model supplemented by hourly and other fee options. Weaver Financial does not position itself as an ESG-focused manager and does not operate as a multi-state adviser. Investment decision-making centers on liquid public equities for core exposures, with complementary sleeves in fixed-income and insurance products for income and risk management. The practice also allocates to third‑party real estate managers as an alternative sleeve. Given the small client roster and relatively high average client size, the firm operates like a boutique RIA that manages concentrated relationships rather than a mass-market wirehouse style practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices