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Here's to Smooth Sailing

Welcome to Weatherly

About Our Firm

Client Relationship Summary - Form CRS">

As an independent, fee-only registered investment advisory firm, Weatherly’s team of experts offer a range of solutions through a spectrum of financial services unique to our clients and their personal financial goals.
About Our Firm

Client Relationship Summary - Form CRS">

Barron’s Advisor, Top 1200 Financial Advisors 2025

Barron’s Top 1200 Advisors
(2020-2025)
Financial Advisor Magazine RIA Ranking logo

Financial Advisor Magazine RIA Ranking
(2018-2023)
Financial Times Top 300 logo

Financial Times Top 300
(2017-2020)
SDBJ Best Places to Work logo

SDBJ Best Places to Work
(2022-2023)
Financial Top 100 Women Financial Advisor logo

Barron's Top 100 Women Advisors
(2022-2024)
Financial Top 100 Women Financial Advisor logo

Barron's Top 100 Independent Advisors
2024
Select a team member below to learn more
Marty Rascon

Wealth Management Associate Advisor

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Kelli Burger

Wealth Management Advisor, Partner

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Aubrey Brown

Wealth Management Advisor

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Chase Hayhurst

Senior Wealth Management Advisor

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Lindsey Fiske Thompson

Director of Strategy & Resources, Partner

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Carolyn Taylor

President, Founding Partner

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Ryan Richardson

Senior Wealth Management Advisor

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Brooke Boone Kelly

Wealth Management Advisor, Partner

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Brent Armstrong

Wealth Management Advisor, Partner

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Andrea Taylor

Wealth Management Advisor

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Stone Churby

Wealth Management Associate

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Sally Eisenberg

Operations & Client Service Advisor

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Yoshi Brownlee

Marketing & Communications Advisor

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Our Services

Critical to the success of an investment strategy are the original framework and ongoing design provided by your investment manager for your individual investment needs.

SEE OUR SERVICES
Customized, Tax-efficient Portfolios
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Financial, Family and Business Planning
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Philanthropic Strategies
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Wealth and Estate Guidance
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Client Dialog and Education
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Creating an oasis of calm through education and understanding

What to Expect as a Client

Our dedication to our clients is what sets us apart. Here’s what to expect when you partner with us:

  • Open Dialogue
  • A Personalized Approach
  • A Dedicated Team
  • Education
  • Efficiency
  • Security
Our Approach

We leverage The Ripple Effect

What We're Talking About

VISIT THE BLOG TO READ MORE ">

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Who We Work With

We’re proud to work with a diverse group of successful business owners and professionals

Entrepreneurs and Small Business Owners

Get the financial guidance you need while working hard to build your business from the ground up.

For business owners we often provide:

  • Corporate structure review
  • 401(k)s establishment
  • Retirement planning to maximize income and returns
  • Advice for transitioning or selling a business


Working Wealthy

Focus on your profession and business while having confidence in their financial matters by delegating wealth management to our team of experts.

For working wealthy clients we often provide:

  • Asset protection
  • Estate planning
  • Family dynamics surrounding wealth transfer to the next generation


Women

As a firm majority-owned by women, we work with a diverse group of female business owners and professionals as well as those in transition (death or divorce).

We provide comprehensive advice to women across a number of areas whether you are creating your wealth, inheriting assets from a loved one or taking over a portfolio previously managed by a partner.

Giving back is important to us, and our clients

SEE HOW WE'VE BEEN CONTRIBUTING ">
Weatherly team performing a beach cleanup. Weatherly team volunteering for the San Diego Humane Society. Weatherly team volunteering for FeedingSD.

Ready to work together?

Schedule a Consultation