Blog

Stone Churby, M.S. Wealth Management Associate | Brooke Boone Kelly, CFP®, MACC Wealth Management Advisor, Partner | Thursday, February 12, 2026

The start of a new year gives individuals and businesses the opportunity for a good health check-up on their financial situation and to strategize for the year ahead. Cash flow needs, gifting strategies, philanthropic goals, estate plans and asset allocation may need to be updated depending on your financial needs and long-term planning goals. Additionally, […]

Stone Churby, M.S. Wealth Management Associate | Kelli Burger, CFP® Wealth Management Advisor, Partner | Thursday, January 23, 2025

After a historic 2024, the New Year provides an opportunity for people to check in with themselves about their personal and financial goals. Life events, career changes, and a new administration may create fresh opportunities for financial planning for you and your family. As we step into 2025, the financial landscape continues to evolve; shaped […]

Carolyn Taylor, President & Founding Partner | Yoshi Brownlee, Marketing & Communications Advisor | Wednesday, October 30, 2024

Weatherly Asset Management was established in October of 1994 as an independent investment advisor focused on wealth management. Looking back, the world as we knew it in the Fall of 1994 is nearly unrecognizable. In the 30 years since Weatherly was founded, we have seen the meteoric rise of the internet, adapted to 5 different […]

Chase Hayhurst, CFP®, Senior Wealth Management Advisor | Andrea Taylor, CPA, MSA Wealth Management Advisor | Thursday, June 13, 2024

In the journey toward financial security, the intersection of saving and spending plays a pivotal role- irrespective of income or assets. This blog post delves into the significance of a well-structured budget and offers key insights for those saving for retirement or already retired. It emphasizes the crucial steps individuals should take to secure their […]

Brooke Boone Kelly, CFP®, MACC Wealth Management Advisor, Partner | Andrea Taylor, CPA, MSA Wealth Management Advisor | Thursday, April 11, 2024

In our 30-year firm history and experience working with clients, every person has unique planning opportunities to explore and consider throughout their lifespan. As a female-founded and majority owned firm, women have organically become a growing client group we service. In this blog post, we outline various investment and financial planning opportunities for women to […]