Russ Weiss| CFP®
Marshall Financial Group
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Russ Weiss is a Doylestown, PA Fee-Only Financial Planner serving Doylestown and all surrounding areas. Marshall Financial Group specializes in providing objective financial planning and investment management to help clients build, manage, grow, and protect their assets through life's transitions. Russ Weiss is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
- BS Finance, Penn State University
- Certificate: Domestic Partnership Advisor, College for Financial Planning
In Financial Services since: 2001
With Marshall since: 2001
Past and present affiliations:
- Financial Planning Association
- Bucks County Estate Planning Council
- Society of Trust and Estate Practitioners
- Springpoint Foundation Planned Giving Advisory Committee
- Board member, Pride Planners
- Board member, Community Conservatory
- Dog Foster, Lulu’s Rescue
- Corporate member, Pearl Buck International Foundation
Get to know:
Russ Weiss specializes in financial planning for people who have stepped (or run, or flown) outside the usual models of corporate and family life.
Russ is himself a former entrepreneur who has chosen a committed but unmarried relationship. That’s how he initially became focused on the complexities of planning for individuals, couples and families who aren’t heterosexual married people with children —who actually form the majority of US households today.
“Fewer than half of families in the US are headed by a married couple,” he notes. “let alone a US-only, straight married couple. “But our tax laws and other regulations haven’t always caught up with that reality.”
Russ’s expertise in financial planning for clients whose lives don’t fit neatly into checkboxes is ideal for:
- Unmarried couples or individuals
- Gay or homosexual
- Other LGBT
- Citizens or residents of more than one country.
- US expatriate—whether permanent or temporary
- Dual citizen
- Non-US citizens, such as a green card holder, resident alien, or non-resident alien
- Entrepreneurs and other small business owners
- Otherwise “outside the box”
Russ works to ensure that clients whose lives don’t fit neatly into tax codes, healthcare and insurance, pensions, and investments can still enjoy the same level of benefits and confidence as more traditional families.
Plus, beyond the financial issues, he helps plan for other issues. For instance, he can help to ensure a life partner can be involved in the event of a healthcare emergency; get coverage from a partner’s insurance; or obtain other rights that married couples are able to take for granted.
For clients with cross-border lives, Russ often enlists the assistance of a colleague with specific, deep knowledge of a specific country’s tax and legal codes, while ensuring that the US side codes and overall picture are squared away.
Approachable and dedicated, Russ has developed a devoted clientele over the years. Says one of his clients “There’s an overwhelming amount of information out there. Russ narrows it down to what’s relevant, so I can make confident decisions quickly and with less stress.” Another gets right to the heart of Russ’s unique style when she says that he “brings a beautiful mix of compassion and knowledge to the table.”
Russ welcomes inquiries from prospective new clients. Please feel free to call and ask to talk with him today.
Life is full of contingencies. Planning with Marshall Financial sets you up to handle them. We not only help you nurture and increase your wealth, but help protect you from risk and prepare you for changes when they occur.
Financial planning with Marshall is about creating the life you want to live
If you’re used to financial professionals who focus entirely on portfolios and percentages, our approach will be a welcome surprise. At Marshall, financial planning is focused entirely on helping you achieve your goals and live your dreams. It’s an ongoing conversation. As your needs and concerns change and evolve, the direction of our planning alters accordingly.
Complete financial confidence, simplified
Even if you already have an accountant, insurance agent, attorney and banker, you may be finding that coordinating their efforts to manage your wealth is complex, time-consuming, and often confusing.
Your team at Marshall brings decades of financial planning expertise, coordination, and detail management. You retain complete control, with complete transparency and 24/7 secure online access to your accounts. Regular reports keep you on track. And a member of your team is always just a call away if you have questions or concerns.
We’re on top of it
Your Marshall team is always looking for new strategies and opportunities. We’ll bring them to you at each review.