Dedicated to growing, protecting and preserving your wealth
Welcome to Weinberg Financial Advisory
Committed to Your Financial Future
Weinberg Financial Advisory is a comprehensive financial planning and corporate benefits firm. We provide investment and insurance guidance for individuals and families seeking to grow and protect their wealth and optimize their financial future. For our corporate clients, we recommend and implement complete employee and executive management benefits plans.
Because we are an independent firm with access to a broad range of top-tier financial products and resources, we are able to offer an unbiased, objective approach to recommending and servicing your investment and insurance needs. In addition to using our 20 years plus of experience and expertise in the industry, we take the time to truly get to know our clients and understand what is important to them. By doing so, we are able to recommend the most effective solutions and help our clients gain financial peace of mind.
Jordan Weinberg CFP®
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.