Russ Weiss
CFP®
Marshall Financial Group
Chief Planning Officer & Senior Wealth Advisor
Russ Weiss
CFP®
Marshall Financial Group
Chief Planning Officer & Senior Wealth Advisor
I see our clients and their families as an extension of myself. So it’s important to me that I always do the best I can for them. - Russ Weiss, CFP®
Fee-Only financial planner located in Doylestown, PA, serving clients locally and across the country
Russ Weiss is a Doylestown, PA fee-only financial planner. Marshall Financial Group provides holistic wealth management to help busy professionals, thriving entrepreneurs, and multigenerational families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Russ Weiss is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Russ’s Role at Marshall Financial
Every advisor at the firm offers a unique perspective, but you can count on all of them to apply the same philosophy. That’s thanks to the efforts of Russ Weiss, our Chief Planning Officer. “I help guide what our approach to planning should be, so all our clients have a consistent experience,” he says. As a member of our leadership team, Russ helps set the firm’s vision and strategy and mentors younger advisors getting started in their careers.
After earning a degree in security analysis and portfolio management, Russ found his entrepreneurial spirit pulling him toward running several small businesses.
“But I found I wanted to be in more of a consultative, service-oriented role,” he says, and that led him to wealth management. He’s happiest when he’s connecting with people and having a positive impact on their lives.
Get to Know Russ
Russ finds the human element of money fascinating, having studied financial behavior and psychology, and he’s especially drawn to the challenge of solving complex problems. Clients often turn to him to tackle unique issues, like the financial implications of blended families, unmarried couples, or a cross-border lifestyle. “When a US citizen wants to move abroad, I help them figure out what that means and whether they have the resources to do it,” he says.
A man of many interests, Russ most recently took on bird watching—creating a natural habitat on his property, complete with bird houses and feeders. “The ease of creating the environment is an opportunity to share in the beauty, variety and independence of nature,” he says. “The harmony of the graceful flight patterns and soulful sounds bring serenity in a world that can seem so complex.” Russ is a foodie who loves to cook and a people watcher who enjoys visiting new cities and immersing himself in the culture.
Experience
With Marshall Financial since 2001
In financial services since 2001
Affiliations – Past & Present
- Financial Planning Association
- National Association of Personal Financial Advisors – Fee Only Advisors – Board Member, NEMA Region
- Bucks County Estate Planning Council
- Society of Trust and Estate Practitioners
- Delaware Valley University Small Business and Entrepreneurship Center, Advisor
- Doylestown Rotary
- Rotary International Youth Exchange Host Family
- The Conservatory, Past Board Member
- Pride Planners, Past Board Member
- Roxy Therapy Dogs, Board Member and Strategic Planning Chair
Education
BS, Penn State University
Russ 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.
Marshall Financial Group helps clients achieve financial wellbeing, so they can live their happiest, healthiest, & most productive lives. We provide a welcoming, non-judgmental environment & a full service offering for clients from our Doylestown office.
We believe that having a sound financial position opens the door to a happier, healthier life. That’s why we see our job as total wealth management. We take time to get to know what wealth means to you – more time to spend with the kids, going on adventures, turning your hobby into a business, or maybe living a more purposeful life. Then we help you get there all while you enjoy the peace of mind that your money is working for you.
Welcoming Environment
We understand that figuring out what to do with your money can be intimidating, so we do everything in our power to create a truly welcoming environment where you can ask questions, share your passions and review options together, regardless of your financial knowledge.
Fiduciary Fee-Only
As your fiduciary, it’s our duty to do what is in your best interest. We don’t make commissions, so we aren’t incentivized to suggest solutions that aren’t in your best interest. We are paid directly by you for the work we do, which isn’t true of many financial advisory firms.
Total Wealth Management
We see our job as much more than managing money – it is total wealth management. We advise and manage your entire financial picture so you can be confident that you are saving enough to buy that dream home, without jeopardizing your future aspirations.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Russ Weiss is a NAPFA-Registered Financial AdvisorThe 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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Russ Weiss is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Russ Weiss is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Russ Weiss Contributes to the Wall Street Journal: "Voices: Russ Weiss, on Advising Unmarried Couples"
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Russ Weiss is quoted on CNBC: "Heir tight: The dos and don’ts of creating rock-solid trusts"
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Russ Weiss is quoted in InvestmentNews: "With Medicare signup coming soon, tax bracket management strategies can help clients save"
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Russ Weiss is a Member of the Bucks County Estate Planning Council
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Russ Weiss Serves as an Advisor for the Delaware Valley University Small Business and Entrepreneurship Center
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Russ Weiss is a Member of the Doylestown Rotary Club
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Russ Weiss is a Board Member for the FPA Pride Planners
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Russ Weiss Serves as a Board Memeber for Roxy Therapy Dogs
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Russ Weiss Completed the ADPA® Professional Designation Program
Contact Russ Weiss
Office Locations:
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33 W Court St
Doylestown, PA
