Richard Weidner Inc, based in Merchantville, NJ, offers fee-only financial planning services to individuals, organizations, and business owners. Established in 1981, the company has served over 2500 clients, specializing in areas such as retirement planning, tax planning, estate and trust planning, and portfolio oversight.
What sets Financial Planning Services apart is its fee-only structure, ensuring objectivity by not selling any investment products or tying compensation to sales commissions. The company caters to a diverse client base with varying net worth, providing comprehensive, lifelong financial planning tailored to individual needs.
Run as a "father and son" family business, Richard Weidner Inc prides itself on offering a casual yet professional level of service. Clients benefit from direct access to the team, who handle all inquiries personally, fostering a close and enduring relationship to address financial needs over the years.
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