Stephen Weiss
CFP®
Buckingham Strategic Wealth
Advisor, Asset Management
Stephen Weiss
CFP®
Buckingham Strategic Wealth
Advisor, Asset Management
As a fee-only wealth advisor, we like to look at the big picture together to make sure you meet all your personal and family goals. - Stephen Weiss, CFP®
Forever standing on the side of our clients.
Meet Stephen Weiss
Steve Weiss joined Buckingham Strategic Wealth in 2012 as a portfolio advisor. As part of a team, he assists clients with making important financial decisions.
He came to the firm from Enterprise Bank & Trust where he held such titles as trust operations specialist, paraplanner, and investment and planning specialist. Before entering the financial field, Steve worked as associate director of digital media and mobile for Universal Music Group in New York City.
He earned a bachelor’s degree in communication from the University of Michigan and is a CERTIFIED FINANCIAL PLANNERTM professional . In his spare time, Steve is an avid music lover and enjoys photography. He and his wife have a son and live in St. Louis.
Stephen 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Stephen 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.
Contact Stephen Weiss
Office Locations:
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8182 Maryland Ave
Suite 500
Saint Louis, MO 63105
