This Memorial Day, The Weatherly team honors those who lost their lives while defending our country. We wish all our clients and community a safe and happy holiday weekend with family and friends. As a reminder, our office will be closed with the markets on Monday, May 27th in observance of Memorial Day.

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Here's to Smooth Sailing

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
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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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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

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

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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

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Weatherly team performing a beach cleanup. Weatherly team volunteering for the San Diego Humane Society. Weatherly team volunteering for FeedingSD.

Ready to work together?

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