Philip Weiss
CFA®, CPA
Apprise Wealth Management LLC
Principal
Philip Weiss
CFA®, CPA
Apprise Wealth Management LLC
Principal
Our mission is to enhance our clients’ financial lives as well as their understanding of financial concepts. We strive to align people’s capital with what’s truly important. - Philip Weiss, CFA®, CPA
Fee-only financial advisor located north of Baltimore (Phoenix, MD), serving clients locally and across the country.

Philip Weiss is a Baltimore, MD fee-only financial advisor. At Apprise Wealth Management, we take pride in being a trusted financial partner. Our mission is to enhance our clients’ financial lives as well as their understanding of financial concepts through financial planning, investment management, and retirement planning. Guidance, custom-tailored to your needs, is delivered on a foundation of trust and transparency. As a fee-only, fiduciary, and independent financial advisor, Philip Weiss is never paid a commission of any kind, and has a legal obligation to provide unbiased and financial advice.
Phil Weiss founded Apprise Wealth Management. He started his financial services career in 1987 working as a tax professional for Deloitte & Touche. For the past 25 years, he has worked extensively in the areas of personal finance and investment management. Phil is both a CFA charterholder and a CPA.
In addition, he has served as a featured media spokesperson and has written weekly commentary on market-related topics. He continues to blog regularly for Apprise. His investment approach favors the long term, as well as assessing the value and fundamentals of the assets in which he invests.
He launched his own Registered Investment Advisor (RIA) business so he could provide financial planning, personal finance, and investment management services and education to female-led households looking for assistance. He believes it is a privilege to help others plan for their financial future. Please read this blog if you would like to learn more about what drove Phil to start Apprise and why he works with so many female-led households.
Phil grew up in Livingston, New Jersey and graduated from Rutgers University with a BS degree in Accounting. He also attended Duke University for three years where he was a Psychology major.
He and his wife, Diana, live in Maryland and are the proud parents of four children – six if you count their two dogs. Phil enjoys spending time with his family at home, on the fields, and when traveling. He likes following his favorite sports teams, cooking, and reading, too. Phil also coached many of the youth sports teams his children played for.
Philip Weiss is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
At Apprise Wealth Management, our mission is to help people move from retirement uncertainty to an informed retirement.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Retirement Income Planning
- Tax Planning
- College Education Planning
Ideal Clients
- Female Professionals
- Female-led Househoulds
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Novice Investors
Working Together
- Virtual Meetings
- In-Office Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- Fiduciary Oath to Clients
Professional Designations & Affiliations
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Philip Weiss is a NAPFA Associate Member
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Philip Weiss is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Philip Weiss is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Philip Weiss is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
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Philip Weiss is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Philip Weiss is Featured in Voyage Baltimore's Community Highlights: "Meet Philip Weiss of Apprise Wealth Management"
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Philip Weiss is Quoted on Supermoney: "Annual Income For Credit Card Applications: (2023 Playbook)"
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Philip Weiss is Quoted in ThinkAdvisor: "12 Tax-Saving Moves for Client Portfolios: Advisors' Advice"
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Philip Weiss is Quoted on GoBankingRates.com: "Fewer Than 1 in 5 Women Is Saving in a Workplace Retirement Account: Why That’s a Mistake"
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Philip Weiss is a Guest on Truest Fan Podcast: "Keep Looking Forward And Don't Look Back (featuring Phil Weiss)"
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Philip Weiss is Quoted in Fortune: "Dividend reinvestment plans: Programs that use funds from dividend stocks to buy more shares of the company"
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Philip Weiss is Quoted on Yahoo Finance: "Dividend reinvestment plans: Programs that use funds from dividend stocks to buy more shares of the company"
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Philip Weiss is Quoted in ThinkAdvisor: "How I Became a Financial Advisor: Advisors’ Advice"
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Philip Weiss is Quoted in a Fortune Recommends Article: "Dividend reinvestment plans: Programs that use funds from dividend stocks to buy more shares of the company"
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Philip Weiss is a Contributing Financial Advisor on Medium: "Women’s Money Planning — How to Meet Every Challenge with Confidence"
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Philip Weiss is a Contributing Financial Advisor on Medium: "The 10 Money Challenges and Two Advantages of Women over Men"
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Philip Weiss is Quoted on Degree Choices: "How to become a financial analyst"
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Philip Weiss is Quoted in Wealthtender: "Should You Hire a Certified Public Accountant (CPA)?"
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Philip Weiss is Quoted in Wealthtender: "Financial Planning for Female-Led Households"
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Philip Weiss Discusses "Financial Role Models" on the Stocks for Beginners Podcast
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Philip Weiss Discusses "The Berkshire Report" on the Stocks for Beginners Podcast
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Philip Weiss Presents "The Intersection of Tax and Asset Management" on Wimple's The Wealth Made Simple Podcast
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Philip Weiss is a Featured Guest on Essential Financial Advisor Marketing Podcast
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Philip Weiss is Quoted on NerdWallet.com: "How Women Investors Can Rewrite Their Financial Futures"
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Philip Weiss is Quoted on the Daily Journal Online: "How Women Investors Can Rewrite Their Financial Futures"
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Philip Weiss is Featured on Advisor Insights
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Philip Weiss is a Guest on AHA! Business Radio with Alan Hirsh
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Philip Weiss is Interviewed on Money Life with Chuck Jaffe
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Philip Weiss is a Guest Writer on Zoe Financial's Blog: "Income Taxes: Does It Pay to Plan?"
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Philip Weiss is a Guest Writer on Zoe Financial's Blog: "5 Tax-Savvy Retirement Withdrawal Strategies"
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Philip Weiss Contributes to The Motley Fool: "My Investment Mistakes"
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Philip Weiss Presented "Behavioral Finance" for the American Association of Individual Investors Baltimore Investment Education Chapter
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Philip Weiss Presented "Behavioral Finance: Managing Yourself for Better Investment Decisions" for DC Metro Chapter of the American Association of Individual Investors
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Philip Weiss is Featured on Seeking Alpha: "Integrated Oil Companies as the Best Energy Investment - Phil Weiss"
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Philip Weiss is Quoted on Business Insider: "Energy Stock Investing: Interview with Argus’ Phil Weiss"
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Philip Weiss Breaks Down Exxon Mobile's First Quarter Results on CNBC
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Philip Weiss Provides Prospective on "Oil Squeeze Affecting Refiners?" on CNBC
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Philip Weiss is Quoted in the Wall Street Journal: "Chesapeake Scores Rare Sell Rating"
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Philip Weiss Provides Analyst Insight: Schlumberger (NYSE:SLB) on Trade the Trend
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Philip Weiss is Featured on Yahoo Finance: "Wall Street Transcript Interview with Philip Weiss, Senior Equity Research Analyst: Refinery Location Provides Advantageous Cost Structure and Valuation Certainty"
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Philip Weiss is Featured on Yahoo Finance: "The Wall Street Transcript Exclusive Interview: Increased Capex In Oil And Gas Expected In 2012 - Philip Weiss - Argus Research Group"
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Philip Weiss is Featured on Yahoo Finance: "Drilling Shifts From Gas Toward Liquids-Rich Areas - Philip H. Weiss - Argus Research Company"
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Philip Weiss is Quoted on Rigzone: "TALES OF THE TAPE: High Prices Keeping Lid On Big Oil Deals"
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Philip Weiss is Quoted on WTOP News: "How Fiduciaries Combine Active And Passive Management in Client Accounts"
Contact Philip Weiss
Office Locations:
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14840 Hunting Way
Phoenix, MD 21131