Russ Weiss


Marshall Financial Group

Chief Planning Officer & Senior Wealth Advisor

Russ Weiss


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®

(215) 348-9393

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.   


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


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.


  • 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

Contact Russ Weiss

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Office Locations:

  • 33 W Court St
    Doylestown, PA

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