The Weatherly team wishes you a safe and happy holiday weekend with family and friends. As a reminder, our office will be closed Monday, January 21st in observance of Martin Luther King Jr. Day.

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The Beast and the Beauty of Big Data

Brent Armstrong, CFP®, Wealth Management Advisor, Partner | Lindsey Fiske Thompson, Strategic Operations Advisor | Thursday, May 10, 2018

Ordering supper, listening to music, arranging transportation, banking and socializing can now all be handled electronically, efficiently, and oftentimes without any human interaction. While this frees up time to be with those we love…

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Young Adult Checklist

Cole Hansen, Wealth Management Associate Advisor | Kelli Ruby, CFP®, Wealth Management Advisor | Wednesday, April 11, 2018

Congratulations! You’ve completed your undergraduate or graduate courses and are now moving on to the next phase in your life. Working and living on your own is exciting, with fresh opportunities and challenges, including taking…

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Impact of Financial Planning

Erik Nelson, CFP®, Wealth Management Associate Advisor | Ryan Richardson, Wealth Management Associate | 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,…

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Thankful for our Weatherly Clients

Kelli Ruby, CFP®, Wealth Management Advisor | Carolyn Taylor, Founding Partner, President | 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…

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The New Digital Marketplace

Cole Hansen, Wealth Management Associate Advisor | Lindsey Fiske Thompson, Strategic Operations Advisor | 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…

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