Broker Check



Thursday, March 8, 2018

We strive to make an impact in a number of ways at Weatherly. Your financial plan is an important component and roadmap to success developed with a team of professionals. Taking into consideration your current financial situation,...


Friday, November 17, 2017

As Weatherly embarks on our 24th year of business, we wanted to thank our clients and colleagues who have contributed to our mutual success as a Firm and partner in the community. Since our founding, we have maintained a client base...


Thursday, October 19, 2017

The exchange of services and goods has existed in economies since the creation of civilization, although the method of payment has transitioned over time from a barter system to mediums of exchanges such as coins and banknotes. More...


Thursday, August 31, 2017

As the ebbs and flows of everyday life run their course, it is often easy to stress and fixate solely on our financial ambitions. During these times, it is important to remember that money is not the only answer, but it can help make a...


Thursday, June 15, 2017

Business owners live two often intertwined lives, their own and their business’s. We view the process of creating, growing, establishing and ultimately exiting a business similar to the different stages of a human’s life....


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Friday, April 28, 2017

The process of creating your estate plan can be a dynamic and challenging task involving detailed discussions with your estate planning attorney, financial advisor, and CPA.


Thursday, March 23, 2017

As growth and inflation expectations have risen over the past several months, stocks and bonds have had very different reactions. Let’s look at some principles of bond investing to shed some light!


Thursday, January 26, 2017

January often stirs a jump start on New Year resolutions as people wipe the slate clean from the year before. Ranging from nutrition and exercise to reading and traveling, goals for the New Year can enhance our overall well-being. We...


Thursday, November 17, 2016

With the holidays and year end quickly approaching, 'tis the season of detailed tax planning and gift giving. Giving funds to those less fortunate or causes you are passionate about, while capturing a tax benefit offers a winning...


Thursday, October 27, 2016

As technology has advanced and improvements in diet, medicine and education have grown, one trend that is very apparent is people are living longer. Increasing longevity may also create financial, lifestyle and family relationship...


Thursday, September 22, 2016

What retirement plans and trending industry topics you need to be aware of to achieve your personal retirement goals. An adviser at Weatherly can assist with selecting an optimal retirement plan, providing strategic investment...


Thursday, July 28, 2016

Estate planning isn’t glamorous but it is necessary for everyone to think about - not just the wealthy.


Wednesday, June 15, 2016

It has become increasingly important to understand the different types of services and fees within the umbrella of the financial industry.


Thursday, May 12, 2016

The final rule on a heavily debated topic- Fiduciary standards and the financial industry.


Wednesday, March 30, 2016

Social Security has new rules. The changes and deadlines you need to know!


Sunday, February 28, 2016

The luxury of always being “connected” comes with the unfortunate risk of being compromised. To best serve our clients, the Weatherly crew has an established compliance culture that keeps all team members fully trained and abreast of...


Sunday, January 31, 2016

Weatherly Asset Management has the ability to utilize multiple option strategies for our clients, dependent on their individual needs, financial situation and equity holdings.