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, 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

  • National Association of Personal Financial Advisors (NAPFA)
    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.

  • XY Planning Network
    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.

  • CFA - Chartered Financial Analyst

    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.

  • CFA Institute

    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.

  • CPA - Certified Public Accountant
    Philip Weiss is a Certified Public Accountant (Learn More)

    Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.

Contact Philip Weiss

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Office Locations:

  • 14840 Hunting Way
    Phoenix, MD 21131

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